Why an Investment Advisor?
Is fee-based investment management for you?
At WFA, we know our clients and can recommend investments that fit your needs and attitudes towards risk. We provide tailored investment advice and answer specific questions about the decisions you face: for example, should you refinance a home or buy or lease a car? We can help you plan for large upcoming costs, such as a childs education. Or we can put together a portfolio that pays monthly income distributions. All in all, we can make sure your plan and assets are working toward your current and future financial goals.
WFA professional advisors will focus on the amount of risk you re willing to accept, your expected return, any special considerations you have and what assets may be included in your portfolio. Factors to consider when seeking professional advice:
A financial advisor
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can help you set realistic financial and personal goals.
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can help you develop a plan to meet those goals.
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can help keep you focused on your goals.
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will help you update your plan and goals through all the stages of your life.
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can help you secure your financial future now.
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can help simplify your life.
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can show you how planning pays off!
Typically, WFA will consolidate your assets into an account at Charles Schwab Institutional. WFA chooses to designate your account as non-discretionary. With non-discretion, you maintain sole authority to buy and sell, although you will sign a limited power-of-attorney agreement with WFA that gives WFA limited authority to trade on your behalf.
Why WFA Asset Management Corporation?
Having a professional investment manager can provide both personal and financial rewards. You ll have more confidence and peace of mind knowing someone is working for you, looking for financial opportunities and acting in your best interest. WFA Asset Management was organized as a result of clients seeking objective, professional investment management and diversification of invested assets, according to their objectives.
Our professional asset managers specialize in obtaining optimum performance with the lowest overall risk, by utilizing a variety of support/research services and by monitoring domestic and international economies to keep portfolios properly positioned in response to changing client needs. Together we ll develop an asset allocation plan that fits your goals and timetable. This allocation determines what percentage of your assets will be invested in which investment classes. Once your account is established, WFA will make recommendations for buying and selling to bring your portfolio in line with your agreed-upon asset allocation strategy.