Wealth Management, Inc. (WMI), is a Fee-Only financial planning and investment management firm with offices in Allentown and Plymouth Meeting, PA. WMI is registered as an independent investment advisor with the Pennsylvania Department of Banking and Securities. WMI is an independent investment advisor, not affiliated with any Wall Street firms, banks or insurance companies.
WMI provides services on a fee-only basis, as part of a long-term advisory relationship. As a Registered Investment Advisor (RIA), WMI is bound to the fiduciary standard of care. Acting as a fiduciary means that we must act in our clients' best interest at all times. Because of how WMI is structured, you can eliminate financial doubts, establish a trusting relationship and plan to achieve your financial goals with peace of mind.
WMI provides services on a fee-only basis, as part of a long-term advisory relationship. As a Registered Investment Advisor (RIA), WMI is bound to the fiduciary standard of care. Acting as a fiduciary means that we must act in our clients' best interest at all times. Because of how WMI is structured, you can eliminate financial doubts, establish a trusting relationship and plan to achieve your financial goals with peace of mind.
Services
WMI is completely independent and has no affiliations or ties to any financial services firm. This allows WMI to provide advice to its clients that is free from third party conflicts of interest. WMI operates under the fiduciary standard of care. This requires WMI to act solely in our client's best interest when offering financial advice.
Comprehensive financial plans that provide a clear road-map for your financial future. Specific goals and needs are addressed, and the client is presented with several "what if" scenarios. The plan itself is easy to read, written in plain English with clear action plans.
All financial plans cover the following areas, as applicable: asset class and fund allocation, retirement planning, Social Security benefit maximization, tax planning, education planning, insurance planning, cash management, and estate planning.
All financial plans cover the following areas, as applicable: asset class and fund allocation, retirement planning, Social Security benefit maximization, tax planning, education planning, insurance planning, cash management, and estate planning.
Wealth Management, Inc. (WMI) incorporates a 6 Step process to Financial Success. It is a win-win approach to financial planning for clients and advisors. It spells out step by step simple to understand and implement approach to building a brighter financial future. Usually an initial phone conversation.
WMI provides services to healthcare professionals from local practices and hospitals. We understand the needs of the healthcare community and are well versed with your benefit plans. WMI can assist in rolling over your 401k, 403b or other company plan into a Rollover IRA. We'll provide guidance on when to take distributions from your IRA to minimize your tax consequence as well as exploring Roth IRA conversion strategies.
This service provides clients with initial design, ongoing review, and monitoring of their investment portfolios as well as ongoing plan updates and portfolio rebalancing. Your risk tolerance, goals, tax position, time horizon and cash flows are all considered in constructing a written investment policy statement (IPS) specifically designed for your unique situation.
Reviews
Be the first to review Wealth Management.
Write a Review