Wealth Management, Inc
Wealth Management, Inc. (WMI), a member of the National Association of Personal Financial Advisors (NAPFA) and The Garrett Planning Network, Inc., provides objective, Fee-Only financial planning services to a wide range of clients who come from all walks of life and backgrounds.
WMI provides services on a Fee-Only, hourly basis or as part of a long-term advisory relationship. We pride ourselves on our experience, service and sensitivity to client needs and wishes. WMI’s approach is based on the premise that each family, or individual, who comes to us, has unique aspirations, goals and financial concerns. We listen and learn from the client and once their needs are clearly defined, we develop financial plans to address those needs. As the financial concerns of the client are addressed, they can begin to transform their dreams into reality.
As a Fee-Only advisor, I do not accept commissions or other compensation from product sales - as a Registered member of the National Association of Personal Financial Advisors (NAPFA), I am required to adhere to the following fiduciary oath:
The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.
The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business.
Click the following link to find out more about the benefits of working with a financial planner that is a fiduciary
What Wealth Management Inc. Offers:
- Fiduciary Objectivity
- As-needed financial planning on an hourly, Fee-Only basis
- Asset management services using no-load, commission-free investments
- Review of existing financial investments, wills and insurance policies
- Straightforward, objective recommendations for investment strategy and selection, college funding, debt reduction and retirement planning
- Referral to other trusted professionals for legal and accounting services when needed
- Second opinion of your current investments and financial strategy
- Convenient, flexible hours
- Wealth Management, Inc services clients across Eastern Pennsylvania and New Jersey.
Let’s get together and talk. Please contact us by telephone at 484-264-6270 or via Email at kevin@wealthmanagement1.comto schedule a free 30 minute get acquainted meeting.
3652 Oakwood Trail
Allentown, PA
484-264-6270
kevin@wealthmanagement1.com
COMPLIANCE DISCLOSURE:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Kevin Brosious, Principal, Wealth Management (WMI), Inc. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered through WMI, a registered investment advisory firm in the state of Pennsylvania. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Pennsylvania. We are legally empowered to provide investment advisory services only to residents of Pennsylvania and on a very limited basis to individuals in some other states.
