YOUR NEEDS

YOU ARE...

Leadership role within your company, or soon expect to. 

Have neither the time nor mental energy to properly manage your increasingly-complex finances; your career and/or family fully consume those scarce resources.

Generally skeptical of the financial services industry and (rightfully) believe that the majority of financial products and services are a rip-off.

 

Would be eager to outsource your portfolio management, financial planning, and tax decisions to a trusted expert but have never met an advisor or firm worthy of the role.

YOU ARE SEEKING

AN ADVISOR WHO...

Shares a similar drive and passion for what they to do.

Develops a holistic plan that integrates your income, expenses, assets (including human capital), liabilities, insurance coverage, employee benefits, estate planning, tax strategy, and unique goals.

Understands the nuances of your career arc and financial situation deeply enough to accurately build and continuously refine projections of your household net worth.

 

Invests in a diversified, low-cost, tax-efficient manner.

Proactively prioritizes your financial action items in an effort to entirely relieve you of that mental burden.

Fiercely protects your time.

© 2020 by Avid Wealth Partners

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INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. 

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.

The content is developed from resources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult your legal or tax professionals for specific information regarding your individual situation.  The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security

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