SIMPLE & PROFITABLE
We make it SIMPLE for tax professionals to evaluate and offer investment services to their clients. Adding investments to your existing practice can rapidly GROW your profits by leveraging your current client relationships. Our DIFFERENTIATED program allows you to stay focused on the client and we will handle the back office; enabling you to manage the time demands of your tax practice and provide wealth management services without adding staff.
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Why partner with us?
Firms choose Wealth Management LLC because we help you grow your business with proven tools that allow you to stay focused on the client while we handle the back office.
• CPA Friendly (Tax Conscious) -Designed by CPA’s for financial professionals
• Prudent Models (Low Cost) -Application based on academic principles
• Back Office Support -We become an extension of your back office
• Maximize Client Relationships -Systems to minimize your administrative work
• Grow Your Business
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- Investment Models (low cost based on academic principles)
- Customized and branded client presentation materials
- Morningstar Analysis for your clients
- Proprietary QuickFinder Guide (Quick response guide to FAQ)
- Trading Services (Trading / Transfers / Re-balancing)
- Client Billing
- Quarterly Branded Statements
- Custom Website
- Dedicated Support Person
- And Much More….
We work with various levels of Financial Professionals (CPA, RIA, CFP®) from those wishing to start offering investment advisory services to their clients to existing advisory practices looking to focus more on the client and less on administrative support services. We provide the back office for your advisory business. Our services are scaleable depending on your needs.
Nobel prize winning approach
Academic Approach – Wealth Management LLC makes investment decisions that are based on an academically-based model of investing, including but not limited to: the Nobel Prize winning model Fama-French Three Factor Model of 1992 and Modern Portfolio Theory and we apply a Fiduciary Mandate Process. The firm begins its asset selection with over 25,000 mutual fund options and filters this down based on our approach and the Advisor Client goals to recommendations for each asset class. This process forces low cost solutions and long-term strategies to fulfill the client goals.
Choose the portfolio designed specifically for your client
Wealth Management LLC works with our Advisors to develop a portfolio that would fit client needs and risk tolerance. We help Advisors navigate the market. This portfolio would be diversified and re-balanced to take advantage of market dips and swings always keeping the long-term goals in mind.
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Wealth Management believes in passive management. What does that mean? Low Cost Investments – Passive asset class funds traditionally have lower operating expenses and transaction costs. Morningstar Director of Mutual Fund Research Russel Kinnel observed: “In every single time period and data point tested, low-cost funds beat high-cost funds.”
Diversification allows for risk protection. Our investment strategy is based on the principles of the Modern Portfolio Theory (MPT), a Nobel Prize winning model. MPT provides for a passive, long-term buy-and-hold strategy implemented through globally-diversified portfolios. Portfolios are rebalanced to maintain agreed upon asset allocations.
No looking for the next trending stock, which is money that moves in and out of investments frequently. Our preferred advisors manage wealth with a long-term perspective in mind. This lowers the transaction costs, gives greater tax efficiency and lowers operating costs.
Wealth Management gives concierge service to our Investment Partners to assist them in making smart decisions for their clients.