How does the advisor help clients – Key Takeaways:
Assurance Wealth Management prides itself on being a trusted and knowledgeable financial expert for clients. With a team of experienced advisors and a wide range of financial services, they are able to provide valuable assistance to individuals looking to secure their financial future.
Here are key takeaways on how the advisor helps clients:
- Offers comprehensive financial services to meet a variety of needs
- Provides personalized and customized solutions for each client
- Empowers clients with knowledge and education to make informed financial decisions
- Utilizes a holistic approach to financial planning
- Puts client needs and goals at the forefront of every recommendation
Facts and Insights
Assurance Wealth Management has been in business for over 10 years, providing top-notch financial services to their clients. They currently manage over $500 million in assets and have a team of 15 experienced advisors. Their commitment to excellence and client satisfaction has earned them a solid reputation in the industry.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered
Assurance Wealth Management offers a wide range of financial services to meet the needs of their diverse client base. Their services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Their team of expert advisors work closely with clients to understand their specific goals and needs, and develop customized solutions to help them achieve financial success.
Client Types
The advisors at Assurance Wealth Management work with a variety of clients, including individuals, families, businesses, and institutions. They understand that each client has unique financial needs and goals, and are committed to providing personalized services to meet those needs.
Fees & Compensation
Assurance Wealth Management is a fee-based firm, meaning their fees are based on a percentage of the assets they manage for clients. This ensures that their interests are aligned with those of their clients, as they only make money when their clients’ investments grow.
Their fees are competitive and transparent, and clients can rest assured that they are receiving valuable services for the fees they pay.
Background
Assurance Wealth Management was founded by a team of experienced financial advisors who wanted to bring personalized, high-quality financial services to their clients. They have a strong commitment to ethical and responsible practices, and continuously strive to stay updated with industry trends and changes.
The firm also values giving back to the community and is involved in various charitable initiatives.
Financial Advisor Disclosures to Know
Assurance Wealth Management upholds a high standard of transparency and disclosure in their practices. Some important disclosures to note include:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC)
- The majority of their advisors are licensed to provide investment advice
- The advisors at Assurance Wealth Management do not receive commissions for selling products
These disclosures serve to demonstrate the firm’s commitment to acting in their clients’ best interests and providing unbiased advice.