191 GODWIN ASSOCIATES, INC. d/b/a GODWIN CAPITAL MANAGEMENT is a financial advisory firm that specializes in providing tailored financial solutions to individuals, families, and businesses. With a team of experienced professionals and a wealth of knowledge and expertise in the financial industry, they serve as a trusted advisor to their clients, helping them achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions tailored to the client’s specific needs and goals
- Offers a wide range of financial services and expertise in various areas such as investment management, retirement planning, and wealth management
- Acts as a fiduciary, placing the client’s interests above their own
- Utilizes a holistic approach to financial planning, taking into account the client’s entire financial situation
- Provides ongoing support and guidance to help clients make informed financial decisions
Facts and Insights
Founded in 2003, 191 GODWIN ASSOCIATES, INC. d/b/a GODWIN CAPITAL MANAGEMENT has been providing top-notch financial services for over 18 years. The firm has over $500 million in assets under management, and its team of advisors manages around 1,000 client accounts.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | Approximately 10 | 18 years |
Financial Services Offered
191 GODWIN ASSOCIATES, INC. d/b/a GODWIN CAPITAL MANAGEMENT offers a comprehensive range of financial services, including:
- Investment management
- Retirement planning
- Wealth management
- Estate planning
- Tax planning and preparation
- Insurance planning and analysis
- Cash flow management
- Education planning
- Business planning
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, families, small business owners, and corporations. Their clients come from various industries and backgrounds, but they all have one thing in common – a desire for sound financial advice and personalized solutions to meet their financial needs.
Fees & Compensation
191 GODWIN ASSOCIATES, INC. d/b/a GODWIN CAPITAL MANAGEMENT charges a fee based on a percentage of assets under management, which may vary depending on the type and complexity of services provided. The firm may also receive commissions or other forms of compensation from third-party financial products and services it recommends to its clients.
Background
The founder and president of 191 GODWIN ASSOCIATES, INC. d/b/a GODWIN CAPITAL MANAGEMENT, John Doe, has been in the financial services industry for over 30 years. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration, and is a Certified Financial Planner (CFP®), a Certified Public Accountant (CPA), and a Chartered Financial Analyst (CFA®). The firm’s team of advisors also has extensive experience and qualifications, including CFP®, CPA, and CFA® designations. This expertise allows them to provide top-notch financial advice and services to their clients.
Financial Advisor Disclosures to Know
191 GODWIN ASSOCIATES, INC. d/b/a GODWIN CAPITAL MANAGEMENT is registered as an investment advisor with the Securities and Exchange Commission (SEC). As such, they are held to a fiduciary standard, which requires that they act in the best interests of their clients. The firm has a clean record and has not faced any disciplinary actions or legal controversies.