With over 25 years of experience in the financial industry, CALVERT WEALTH MANAGEMENT, INC. is a well-respected and trusted provider of financial services. As a registered investment advisor (RIA), the firm is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. CALVERT WEALTH MANAGEMENT, INC. prides itself on providing clients with expert financial advice tailored to their individual needs and goals.
How does the advisor help clients – Key Takeaways:
- Offers a variety of financial services, including investment management, retirement planning, and wealth management
- Specializes in creating personalized strategies for each client
- Operates as a fiduciary, providing unbiased and objective advice
- Experienced and knowledgeable team with over 25 years in the industry
- Extensive resources and tools to help clients make informed financial decisions
Facts and Insights
CALVERT WEALTH MANAGEMENT, INC. has over $1.5 billion in assets under management and a team of highly skilled advisors with an average of 15 years of experience. The firm takes a comprehensive approach to financial planning, considering all aspects of a client’s financial situation to create a customized plan. CALVERT WEALTH MANAGEMENT, INC. also regularly provides valuable insights and analyses on market trends and economic news, keeping clients informed and educated about their investments and financial strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 25+ | 25 years |
Financial Services Offered
CALVERT WEALTH MANAGEMENT, INC. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management: creating customized investment portfolios based on a client’s risk profile and financial goals
- Retirement planning: developing strategies to help clients save for retirement and make the most of their retirement savings
- Wealth management: managing all aspects of a client’s wealth, including investments, taxes, and estate planning
- Estate planning: developing strategies to minimize estate taxes and ensure a smooth transfer of wealth to future generations
- Tax planning: assisting clients with tax-efficient strategies to minimize their tax burden
- Insurance planning: reviewing and recommending insurance options to protect clients and their families from unexpected events
Client Types
CALVERT WEALTH MANAGEMENT, INC. serves a diverse range of clients, including high-net-worth individuals, families, and business owners. The firm understands that each client has unique financial needs and works closely with them to create customized solutions that align with their goals and values.
Fees & Compensation
CALVERT WEALTH MANAGEMENT, INC. operates on a fee-based model, meaning they charge a percentage of a client’s assets under management as compensation for their services. This payment structure aligns the firm’s interests with those of their clients, as they only make money by helping clients grow their wealth. The firm believes in full transparency and clearly outlines all fees and potential conflicts of interest before entering into an advisory relationship.
Background
CALVERT WEALTH MANAGEMENT, INC. was founded in 1995 and has since become a leading provider of financial services to clients across the country. The firm is headquartered in New York City and has office locations in several states, allowing them to serve a wide range of clients. The firm is led by experienced financial professionals with a deep understanding of the industry and a passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
CALVERT WEALTH MANAGEMENT, INC. takes great pride in acting in the best interest of their clients and adhering to all legal and ethical standards. As a registered investment advisor, the firm is required to disclose any potential conflicts of interest or legal actions. This information can be found in their Form ADV, which is available upon request or via the SEC’s Investment Advisor Public Disclosure (IAPD) website.