How does the advisor help clients – Key Takeaways:
CONSONANCE WEALTH MANAGEMENT provides expert financial advice and guidance to its clients, helping them achieve their financial goals and secure their future. With a team of experienced advisors and a wide range of services, the firm offers personalized and comprehensive financial solutions that cater to the individual needs of each client.
Facts and Insights
Founded in 2005, CONSONANCE WEALTH MANAGEMENT has over 15 years of experience in the financial industry, making it a well-established and reputable firm. The firm focuses on building long-term relationships with its clients and prides itself on its strong track record of providing sound financial advice and delivering results.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
CONSONANCE WEALTH MANAGEMENT offers a wide range of financial services to its clients, including personalized financial planning, investment management, retirement planning, and tax planning. The firm also provides estate planning services to help clients protect and preserve their assets for their beneficiaries.
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and small business owners. CONSONANCE WEALTH MANAGEMENT understands that each client has unique financial needs and goals, and it tailors its services accordingly to meet those needs.
Fees & Compensation
CONSONANCE WEALTH MANAGEMENT follows a fee-only structure, which means it does not earn any commissions or compensation from financial products it recommends to clients. This ensures that the firm’s advice is unbiased and in the best interest of its clients. The firm’s fees are based on a percentage of the client’s assets under management, making it a mutually beneficial arrangement.
Background
The team at CONSONANCE WEALTH MANAGEMENT consists of highly skilled and experienced financial advisors, with backgrounds in finance, accounting, and law. The firm’s advisors hold various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), demonstrating their expertise and commitment to their profession.
Financial Advisor Disclosures to Know
As a fiduciary, CONSONANCE WEALTH MANAGEMENT is legally obligated to act in the best interest of its clients at all times. The firm is transparent with its clients and discloses any potential conflicts of interest that may arise in the course of business. This includes disclosing any fees or compensation received from third parties.