Essential Wealth Management services offers optimum flexibility if there has been a change in your life, eg marriage, divorce, a new birth or a loved one has passed on. Or a new business opportunity has presented itself. Possibly you are planning a big purchase. Our wealth management approach is informed by experience, knowledge and patience.
Our first order of business is getting a clear and detailed financial picture – your assets and accounts, your income and income streams, tax situation, estate planning details and your investments.
We will not talk at you. We collaborate and inform backed with research. Together we develop a wealth management plan. Our plan and summary will assure you that we have been listening. The plan will wrap up your current situation, including your net worth, assets, liabilities, and so on. It will also include the goals that you discussed with us. You can also expect to see potential best and worst case scenarios.
Our investing strategies may include funding investment accounts. The end result is a very customized portfolio that includes specifics on what kind of assets you should have (stocks, bonds, alternatives, real estate funds, etc.).
Why Choose Essential Wealth Management?
First, we will exceed your expectations and scrutiny. We are up front about our fee structure, accreditations, and licenses.
Secondly we will impress you with the detailed realistic road map to arriving at your financial goals.
Thirdly, we provide comprehensive financial advisor services not just investment management.
Fourthly, we live by and are accountable to very strict fiduciary standards.
From our discussion together you will discern our experience working with clients with needs similar to yours. Our philosophy is the same, our flexibility is endless.
Most importantly we listen patiently while gathering insights.
EWM portfolio strategist have a laser focus that is based on Accelerated growth and Risk management. Our core strategies are proven and tested over time. The strategies we execute involve:
1) Individual Stocks
2) Equity and Index Options
3) Equity, Index and Bond ETFs
Each one of these market instruments creates a variety of opportunities for EWM portfolio strategist to out perform the broader market index – S&P 500. At EWM we have both the opportunities and the expertise to grow the investment accounts we manage for our clients.