How does the advisor help clients – Key Takeaways:
CASEY WEALTH MANAGEMENT, INC. is a leading financial firm that specializes in providing expert wealth management services to individuals and families. Their team of financial advisors are dedicated to helping clients achieve their financial goals by providing personalized and comprehensive strategies tailored to each client’s unique needs.
Facts and Insights
CASEY WEALTH MANAGEMENT, INC. has been in business for over 15 years and has established a strong reputation for their expertise in financial planning and investment management. They have a team of highly qualified and experienced advisors who are committed to providing exceptional service to their clients.
Here are some important facts and insights about CASEY WEALTH MANAGEMENT, INC.:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15+ years |
Financial Services Offered
CASEY WEALTH MANAGEMENT, INC. offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
CASEY WEALTH MANAGEMENT, INC. caters to a diverse range of clients, including:
- High net worth individuals
- Business owners
- Professionals
- Families
Fees & Compensation
CASEY WEALTH MANAGEMENT, INC. operates on a fee-only basis, meaning they are compensated solely by the fees paid by their clients. This ensures that their advice is completely unbiased and in the best interest of their clients. They do not receive any commissions or incentives for recommending specific investments.
Background
CASEY WEALTH MANAGEMENT, INC. was founded by John Casey, a seasoned financial advisor with over 25 years of experience in the industry. He has assembled a team of knowledgeable and skilled advisors who share his commitment to providing top-quality financial services to their clients.
Financial Advisor Disclosures to Know
Clients of CASEY WEALTH MANAGEMENT, INC. can rest assured that the firm operates with the highest level of transparency and ethical standards. Some important disclosures to note include:
- The firm has no record of any disciplinary actions or sanctions from any regulatory body
- The firm has a fiduciary duty to act in the best interest of their clients at all times
- The firm does not engage in any proprietary trading