Private Wealth
Management Group
Management Group
... a fiduciary Advisor who isn’t also a commissioned sales rep.
... an independent firm that isn't paid to promote certain investments.
... financial expertise from actual financial experts.
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Personal Financial Planning: (retirement, tax, estate and investment advice)
Private Wealth Management: (financial plan + expert investment management)
Family Office FinancialTeam: (full staff of financial experts: clients with $10mm+)
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No sales pitches. No rookies. No divided loyalties.
There is simply no reason to pay more or settle for less.
The Value Of
True Objectivity
As Independent, Fee-Only Fiduciaries, our judgment is never clouded by sales incentives and our loyalties are never divided by a corporate profit agenda.
The Value Of
True Expertise
Our FinancialTeam advisors have advanced educations, expert certifications and decades of experience in their specialized fields of expertise.
Comprehensive
Financial Planning
Wholistic financial guidance from an experienced, Fee-Only Certified Financial Planner® and 24/7 access to your Personal Financial Website.
Investment
Management
Professional management of your investment portfolio with a continuous, proactive focus on minimizing unnecessary risks, taxes and expenses.
Strategic
Tax Planning
Ongoing analysis of your tax planning opportunities, routine collaboration with your financial advisors, and an efficiency review of your annual income tax return.
Advanced Trust &
Estate Planning
Expert planning for the efficient transfer of your estate and continued assistance to help survivors implement your legacy objectives after you're gone.
See what you can expect from our expert Private Wealth Management services.
A Nobel Prize-winning risk analysis helps engineer an investment portfolio to achieve your goals with a 95% probability range.
See our amazing tools for organizing your finances, collaborating with your advisors and monitoring your results.
Personal Financial Website
Our guest Peter Atwater, President of Financial Insyghts and an adjunct professor at William & Mary and the University of Delaware studies the impact of changing confidence on consumer decision-making, using his research to advise investors. Read More
The Investors First PodCast on August 3, 2023: NewEdge Wealth’s Cameron Dawson on the State of the Markets co-hosted by Chris Cannon, CFA and Colby Donvan, CFA Read More
...........The damage an overreliance on financial jargon can do to participant confidence and, by extension, the advisor’s business is well-documented. Still, a new survey brings it (yet again) into stark relief. It might make the advisor sound smart while making the client anxious and overwhelmed, and some argue it’s intentional. If they keep it complicated, consumers think they need advisors to sort it all out......... Read More
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