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About AZIMUTH WEALTH ADVISORS
AZIMUTH WEALTH ADVISORS is a financial advisory firm that helps clients achieve their financial goals. With a team of experienced advisors and a wide range of financial services, AZIMUTH is dedicated to providing personalized and comprehensive financial advice to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and strategies based on individual goals and risk tolerance.
- Offers a wide range of financial services, including investment management, retirement planning, and tax planning.
- Focuses on long-term goals and works closely with clients to continuously update and adjust their financial plans.
Facts and Insights
AZIMUTH WEALTH ADVISORS was founded in 2005 and has offices in various locations across the country. As of 2021, the firm manages over $500 million in assets and has a team of 10 experienced advisors. With a track record of success and a client-centric approach, AZIMUTH has become a trusted name in the financial advisory industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
AZIMUTH WEALTH ADVISORS serves a diverse range of clients, including individuals, families, and businesses. They have a deep understanding of each client’s unique needs and goals and tailor their services accordingly. Whether it’s planning for retirement, funding a child’s education, or managing wealth for future generations, AZIMUTH has the expertise to help clients achieve their financial aspirations.
Fees & Compensation
AZIMUTH WEALTH ADVISORS charges fees based on a percentage of the client’s assets under management. This fee structure aligns the advisor’s interests with the client’s, as the firm only benefits when the client’s investments grow. The fees charged are in line with industry standards and are transparently disclosed to clients.
Background
The team at AZIMUTH WEALTH ADVISORS comprises highly qualified and experienced advisors who have a deep understanding of the financial markets and a passion for helping others achieve financial success. They possess a wide range of certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), and regularly update their knowledge and skills through continuing education and training.
Financial Advisor Disclosures to Know:
As with any financial advisor, there are some important disclosures to be aware of when working with AZIMUTH WEALTH ADVISORS. These include potential conflicts of interest, any legal or regulatory actions against the firm, and any disciplinary history of its advisors. These disclosures can be found in the firm’s Form ADV, which is publicly available on the SEC’s website.