Successful investing takes time, and you need to give your investments continued attention. Our wealth management partner, PWM Advisory Group, can review your investment plan, manage your portfolio and provide prudent investment advice when changes occur in your personal situation, the economy or the market.
Benefits To You
As an SEC Registered Investment Advisor, PWM Advisory Group is held to a higher standard of conduct than brokerage firms. By law, clients’ interests must be kept ahead of their own.
Investment management compensation is based solely on assets under management and not brokerage or transaction-related fees. Proprietary and brokerage firm products are not promoted. This eliminates many conflicts of interest.
Investment solutions that focus on keeping your core investable assets in a portfolio that is easy to understand, accessible, cost-efficient, and tax-sensitive.
PWM Advisory Group does not take custody of client assets, as these are held with qualified custodians. Separating the investment advisory function from the custodial relationship creates an additional level of financial security.
- Review your current investments
- Measure your comfort level with investment risk in return for potential reward
- Structure your time horizons for achieving your financial goals
- Evaluate your portfolio’s diversification
- Design your portfolio to maximize return against goals
- Implementation and ongoing management of investment strategies