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How does the advisor help clients – Key Takeaways:
- East Valley Wealth LLC is a financial advisory firm that provides personalized and comprehensive financial planning services to individuals and families.
- The firm’s advisors work closely with clients to create customized financial plans that align with their unique goals and financial situation.
- Through ongoing review and monitoring, East Valley Wealth LLC helps clients stay on track towards achieving their financial objectives.
Facts and Insights
East Valley Wealth LLC was founded in 2010 and is headquartered in Chandler, Arizona. The firm is owned and operated by a team of skilled financial professionals with years of experience in the industry. The advisors at East Valley Wealth LLC are committed to providing clients with the highest level of service and strive to build long-lasting relationships based on trust and integrity.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
Financial Services Offered
East Valley Wealth LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm takes a holistic approach to financial planning and considers all aspects of a client’s financial life to create a comprehensive and personalized strategy.
Client Types
East Valley Wealth LLC works with a diverse group of clients, including high net worth individuals, young professionals, retirees, and business owners. The firm’s advisors have the knowledge and experience to cater to the unique needs of each client and help them achieve their financial goals.
Fees & Compensation
East Valley Wealth LLC charges a fee for its financial planning and investment management services. The fee is typically based on a percentage of the assets under management. The firm operates on a fee-only basis, which means that its advisors do not earn commissions or receive any other type of compensation for recommending specific products or services. This helps to eliminate potential conflicts of interest and ensures that the advisors are always acting in the client’s best interest.
Background
The advisors at East Valley Wealth LLC have a strong educational background and hold advanced degrees and certifications in the financial planning and investment management fields. They also regularly attend workshops and seminars to stay up-to-date on the latest industry trends and regulations. This knowledge and expertise allow them to provide clients with high-quality, comprehensive financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, East Valley Wealth LLC is held to the highest standards of transparency and must disclose any potential conflicts of interest to its clients. The firm’s Form ADV, which is filed with the Securities and Exchange Commission, includes information about the firm’s services, fees, and any disciplinary actions taken against the firm or its advisors. It is always recommended that clients review this document and ask any questions they may have before working with a financial advisor.