Our wealth management firm has over 35 years of experience. We specialize in financial planning and goals-based investment management. Our investment management services include portfolio construction, risk management, manager selection and asset allocation. The integrity of our advice and commitment to quality client services sets us apart in a crowd.
Life is constant change. So, we view your investment policy and financial planning process as a living and breathing item that needs consistent review. We work with you to develop an investment policy. Our fee-only, fiduciary standard management will achieve your strategic wealth management goals. Go beyond using a monthly retirement income calculator, and feel confident about your decision to retire.
Life is constant change. So, we view your investment policy and financial planning process as a living and breathing item that needs consistent review. We work with you to develop an investment policy. Our fee-only, fiduciary standard management will achieve your strategic wealth management goals. Go beyond using a monthly retirement income calculator, and feel confident about your decision to retire.
Services
These questions are complex but that's where we come in. Our goal is for you to enjoy your life without the worry, stress, and fear associated with what tomorrow may bring. The worries that keep you up at night are the reason we started our firm.
Are you wondering what your max Roth IRA contribution is, about which qualified retirement plan is best suited for your needs, if you're taxed on investment income, which tax benefits you may be missing, if your high risk investment will pan out, or if you'll ever be able to retire?Our relationships with our clients are akin to a doctor, rather than a broker.
Are you wondering what your max Roth IRA contribution is, about which qualified retirement plan is best suited for your needs, if you're taxed on investment income, which tax benefits you may be missing, if your high risk investment will pan out, or if you'll ever be able to retire?Our relationships with our clients are akin to a doctor, rather than a broker.
Evensky & Katz / Foldes Financial Wealth Management ("Company") is an SEC registered investment adviser located in Coral Gables, Florida. Company and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Company maintains clients.
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