Wealth Management

You have goals for your future; probably more than one. They might be about the lifestyle you hope to lead in retirement. Or a child's education. There might be a charitable cause you hope to support more fully, or a hobby you've yearned to pursue. Or perhaps you're just not quite able to articulate your goal. But we bet you have one, nevertheless. Understanding what's really important to you is at the heart of how we'll begin to build the kind of relationship you expect. Step by step, in a way that is very personal, very open and very focused on your hopes and dreams and goals.

Wealth management is very straightforward.

From the affluent individual’s perspective, wealth management is simply the science of solving/enhancing his or her financial situation. From the financial advisor’s perspective, wealth management is the ability of an advisor or advisory team to deliver a full range of financial services and products to an affluent client in a consultative way.
 
Theoretically, a wealth manager can provide every single financial product in existence.  In reality most wealth managers specialize in services and products they feel most comfortable with.

A further defining quality of wealth management is that it is delivered in a consultative manner. By being consultative, wealth managers are truly client-centered. A good wealth manager meets a client without any presupposition about what financial products or services are appropriate for that affluent individual.
 
While it is common for a wealthy individual to be sitting with a wealth manager to address a particular need (investment management, say), the consultative wealth manager’s overriding objective is to understand the person and find out what’s important and why. Then the wealth manager is able to bring in the appropriate experts and provide the appropriate financial products.


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College Things

75%

75% of parents believe that their child will attend college

Life Insurance

75%

80% of consumers think life insurance costs more than it does


At FinVertex I Put the Client First

My mission is to make professional financial advice and investment services accessible to everyone

I believe that by putting my clients first, explaining complex financial topics in easy to understand language, and helping those in need, I can achieve that goal.
 
FinVertex is one of the largest independent financial planning firms in the nation, and I, John Doe, as a founder has been three times ranked the #1 Independent Financial Advisor in the nation by Barron's. With more than 28,000 clients, I am on my way to achieve my mission