Personal Wealth Management LLC
About
I am in business to Be of Service to those in need. AND, there is a big need for those who desire a consultant who provides financial planning and investment alternatives that compliment the more traditional that you traditionally hear on CNBC or other firms marketing propaganda.
I serve Accredited Investors with Reg D. Income offerings, Business Owners and Baby Boomers (like myself) to Millennials (like my children). I DO NOT DISCRIMINATE WITH ACCOUNT OR WEALTH MINIMUMS!!
I am a former bank trust officer, have an MBA in finance AND tons of detailed and varying life experiences accumulated via my desire to learn and thrive as well as from my hundreds of engagements with a diverse and enjoyable client base and professional network.
A conversation is always NO-CHARGE which I will always try to enjoy!!
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
Have a confidentail phone conversation to help determine new clients goals and objectives and top priorities and concerns so they may be addressed first.
What education and/or training do you have that relates to your work?
BBA and MBA in Finance as well as detailed training in Estate and Financial Planning as well as investment advisory via my independent firm, Personal Wealth Management, LLC, formed in 2003. My financial services and estate planning knowledge base spans >37 years. Not only do I learn from study and carrying-out my practice, but I also learn MUCH from my client engagements and other business associates with whom I have affiliated over the years.
My training spans bookwork, continuing education, professional associations AND Life Experiences from which my engagings may benefit.
Do you have a standard pricing system for your services? If so, please share the details here.
YES. I typically negotiate a one-time, upfront retainer. Thereafter, I am compensated via a monthly retainer OR as a percentage of assets I may manage on an ongoing basis. Also, I am a licensed Life Insurance and Fixed Annuity agent and at times I may be compensated via commissions paid by an insurance company's solutions that we select jointly.