INVESTMENT CORE BELIEFS

 

Financial Planning is Key

Goal-focused and planning driven investment advice

 

Empirical Evidence

Disciplined rules-based approach to remove bias and emotion

 

Winning, By Not Losing

Downside protection through risk management

Not about what you make, but what you keep

Maximizing gains through minimization of expenses and tax drag

We strive to keep our plans simple but effective. We believe financial planning and wealth management should be built on sound principles.
We believe that our role as financial advisors is to remove obstacles and implement a solid investment plan that fits each client’s needs. Our financial planning process follows three steps:

Initial Meeting | Our initial and ongoing discussions center on our client’s goals and their values. Not only do we want to gain a clear picture of their finances, we also want to understand how they want to balance their values, lifestyle and money. During our initial meeting, we also introduce ourselves and share more about our process

Blueprinting | We create two detailed analyses after gathering financial data: one to evaluate the current course of action and one to evaluate our recommended plan to align values and goals.

Implementation | We put the recommendations in place with a concierge-styled action plan. On an ongoing basis, we continue discussions on balance, changes and ensuring your wealth is supporting your life by design.

Cost Simplicity and Transparency

We believe in having a simple, easy-to-understand pricing structure. As a firm, we believe it is our responsibility to be cost-efficient and to implement a fee structure that avoids the inherent conflicts of interest found in other payment methods. This is in the best interest of you, our client.

This all-encompassing advisory fee includes our wealth management, financial planning, advice and implementation services. You will never be on the clock with our team.

ADVISORY FEE SCHEDULE

© 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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