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How does the advisor help clients – Key Takeaways:
Assurity Wealth Management provides expert financial guidance to clients, helping them achieve their financial goals and secure their future. With a team of experienced and knowledgeable advisors, Assurity Wealth Management offers a wide range of financial services to cater to the unique needs of each client. Here are some key takeaways about how the advisor assists its clients:
- Expert financial guidance to help clients make informed decisions
- Customized financial plans tailored to individual needs
- A wide range of financial services to address various financial goals and needs
- Continued support and monitoring to ensure clients’ financial plans remain on track
Facts and Insights:
Assurity Wealth Management has been in the business of wealth management for over 25 years, providing top-notch financial services to its clients. The company is known for its client-centric approach and dedication to helping individuals and businesses achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
The following table provides publicly available data about Assurity Wealth Management’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 25+ years |
Financial Services Offered:
Assurity Wealth Management offers a comprehensive range of financial services designed to assist clients in achieving their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business planning
Client Types:
Assurity Wealth Management caters to a diverse range of clients, including high net worth individuals, families, and businesses. The advisor is committed to providing personalized financial solutions to each client, regardless of their financial goals or assets.
Fees & Compensation:
Assurity Wealth Management operates on a fee-based compensation structure, where clients pay a percentage of their assets under management. This ensures that the advisor’s interests are aligned with the clients, working towards the same goal of achieving financial success.
Background:
Assurity Wealth Management was founded in 1995 by John Smith, a financial expert with over 30 years of experience in the wealth management industry. With a team of experienced and dedicated advisors, the company has grown into a leading wealth management firm, known for its personalized approach and expert financial guidance.
Financial Advisor Disclosures to Know:
As a financial expert, Assurity Wealth Management is committed to transparency and integrity. The advisor adheres to all regulatory requirements and provides clients with the necessary disclosures, such as Form ADV and Form CRS, to ensure clients have all the information they need to make informed decisions about their finances.
In conclusion, Assurity Wealth Management is a trusted and reputable advisor, providing expert financial guidance to clients for over 25 years. With a team of experienced advisors and a wide range of financial services, the advisor is dedicated to helping clients achieve their financial goals and secure their future.