At Calvert Wealth Management, we use a team-centered approach. Our whole team regularly reviews all of our accounts and brainstorms ideas to continuously build on our approach to each client. You can take comfort in knowing that every member of our team is familiar with your own individual accounts and/or plan.
We strive to provide the best service possible and believe that our unique team approach helps you successfully maneuver through the complex financial world. Calvert Wealth Management was founded on a very simple idea, to provide Financial Planning and Investment Management services to individuals and small businesses.
We strive to provide the best service possible and believe that our unique team approach helps you successfully maneuver through the complex financial world. Calvert Wealth Management was founded on a very simple idea, to provide Financial Planning and Investment Management services to individuals and small businesses.
Services
At Calvert Wealth Management, we use a team-centered approach. Our whole team regularly reviews all of our accounts and brainstorms ideas to continuously build on our approach to each client. You can take comfort in knowing that every member of our team is familiar with your own individual accounts and/or plan.
Managing investments is a daily activity for Calvert Wealth Management. Monitoring financial markets, keeping abreast of economic activity, having our finger on the pulse of global markets helps us provide a service to our clients in reaching their financial goals. Our Investment Management process is based on the principles of Modern Portfolio Theory and implemented through the use of Asset Allocation Models.
This is the foundation or bedrock to helping clients reach their financial goals. The French writer, Antoine de Saint-Exupery, once said "a goal without a plan is just a wish, " and it is by this philosophy that we assist our clients in reaching their financial objectives. Financial Planning is a proven process backed by years of successes.
For those clients who have reached their goal of financial freedom and accumulated sufficient assets to support their standard of living or more, managing this wealth can be a daunting task. Taxes, social and family pressures, and business risks are only a few of the issues that confront the wealthy investor.
Company or Employer sponsored retirement plans can comprise the majority of an individual's retirement savings. For the employer, understanding the complexity of these plans and their responsibility as the plan sponsor or steward, can be overwhelming. The services we provide are fiduciary and educational to both 401(k)'s and other Employer Sponsored Retirement Plans.
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