Wealth Management Advisors is dedicated to the proven principles of strategic asset allocation for portfolios with long-term investment horizons.
We work with each client to assess their risk profile and develop a portfolio that is specifically designed to meet their own personal and/or family goals comfortably.
Investment advisory services are part of a more comprehensive financial planning approach that we take with each client. We are not “hot stock pickers.” We do not believe in market timing. Our client portfolios are designed and implemented with a strategic long-term (greater than 5 years) perspective.
For shorter-term portfolios we emphasize a solid yielding fixed income focus which may include very limited equity exposure. We believe this is most appropriate for assets needed for a specific goal within the next three years. All clients are urged to have an accessible emergency fund of 6 to 12 months of expenses.
Wealth Management Advisors, LLC utilizes the services of Fidelity Investments and Charles Schwab & Company for the custody of your securities and for trading and record keeping. Client accounts are held at Fidelity or Charles Schwab in the client’s name, ensuring clients remain in complete control of their own assets while Wealth Management Advisors advises on the overall investment management.
Our clients benefit from this relationship by receiving regular monthly statements from either Fidelity Institutional Wealth Services or Charles Schwab Institutional (both divisions of their larger Companies). Clients can also securely access and view their accounts via the Wealth Management Advisors website which is linked to both Fidelity and Charles Schwab.
Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.
Charles Schwab & Company, Inc., one of the nation’s premier financial services providers. Founded in 1973 and now publicly traded, The Charles Schwab Corporation (NYSE:SCHW) provides brokerage, banking and investment-related services to consumers and businesses. Schwab Institutional Services provides investment services and support to independent investment advisors and company plan sponsors.
For more infirmation about Charles Schwab & Company visit www.schwab.com.
Fidelity Investments, Fidelity, Fidelity Institutional Wealth Services are registered trademarks of Fidelity Investments. Charles Schwab and Charles Schwab Institutional are registered trademarks of The Charles Schwab Corporation. Wealth Management Advisors LLC is a privately owned firm and not employed by or an agent of either Fidelity Investments nor Charles Schwab & Company, Inc.