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Wealth Management
Finding the right financial advisor or wealth manager can make or break reaching your financial goals. There are a number of factors that go into choosing the right advisor for you and some of those factors include:
- Experience
- Fee Structure
- Portfolio Freedom
- Fiduciary Standards
Experience
Fee Structure
Portfolio Freedom
Fiduciary Standards
Experience
Our advisors have a combined 25 years + of experience working with clients and managing portfolios. We also hold the highest of standards to the individuals we allow to act as advisors within our organization.
Fee Structure
There aren’t many things your advisor can actually control when it comes to your investment return. One of them is how much they charge in fees. While most advisors charge well over 1% to manage your account, we believe you should expect better from your advisor. Our fees are simple and small ranging between .75% -.35% of account value.
Portfolio Freedom
Through its wholly owned RIA subsidiary, Veritas Wealth Management LLC, our advisors have the freedom to choose investments of all kinds. Being an independently owned and operated RIA allows to find the best solutions for our clients that are not limited by selling agreements from a big broker/dealer. Stocks, Bonds, ETFs, Mutual Funds, Private Equity, Money Market Funds and Annuities are some of the tools we have in our toolbelt to help service our clients.
Fiduciary Standards
By definition a fiduciary is one that “is an individual who acts in the best interest of a particular person or beneficiary.” Meaning when our advisors manage your accounts they must act in your best interest, period.
Financial Planning
Failing to plan is planning to fail. The backbone to reaching any financial goal is making a solid plan for how you are going to get from where you are now to where you are wanting to be. While some advisors charge for these services, we believe that producing a sound plan is simply part of the job. We believe making a sound financial plan should simply be part of the advisor/client relationship and as such do not charge our clients for this service.
We utilize Right Capital to help produce our financial plans. Right Capital allows for seamless integration with many of your other financial institutions such as banks, credit card companies, mortgage providers and even insurance providers. This gives us a total and clear picture of your financial situation allowing us to make a more wholistic plan. Click here to get started.
