My approach is this: I want to know YOU. During our initial review, I get to know your family, your job, your goals, when you plan to retire or if you are already retired, what your income needs are or will be. Will you be transferring accounts from another firm or starting fresh? If you are currently working with an advisor, what you are missing from them, how has your fee structure worked, how are your accounts performing? Answering these questions gives me a clear picture on how to build a portfolio that heps meet all your needs while paying a low fee and receiving excellent service.
Our detail-oriented team handles all the legwork to open new accounts and transfer existing accounts. Our goal is to remove the stress of this process, making the transition a seamless one. We thoroughly check that each investment has transferred in full before we begin the next step: BUILDING YOUR FUTURE.
While you are working hard to save for the future you envision, I am working hard to invest wisely on your behalf. Let my experience speak for itself. With 20+ years of investment experience under my belt, as well as 15+ years educating affluent investors on money management and risk-mitigating strategies, I take the guesswork out of your retirement and financial future. Based on the wealth of knowledge I have acquired, I have a systematic approach using the markets, U.S. and international government agenda, and news, as well as several Key economic indicators, that helps me anticipate potential market trends.
Once you've been to Custom Wealth Strategies, you will see the our service, knowledge, and dedication to you will make a difference in your financial life. We focus on transparency, low fees, hands-on customized portfolios, and proactive account reviews. Contact our team today for a complimentary account review, and see the difference for yourself!