KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC: is a reputable wealth management firm that has been providing financial assistance to clients for many years. They offer a wide range of financial services and their team consists of experienced professionals who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC provides personalized financial advice and strategies to help clients build, protect, and grow their wealth. Their key aim is to understand each client’s unique financial situation and create a customized plan to meet their needs and objectives.
Facts and Insights:
Here are some key facts and insights about KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services including:
- Investment management
- Portfolio analysis and rebalancing
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Wealth transfer
Client Types:
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC serves a diverse range of clients including:
- High net-worth individuals
- Business owners
- Professionals
- Retirees
- Non-profit organizations
Fees & Compensation:
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that their interests are aligned with those of their clients, as they only make money when their clients’ assets perform well.
Background:
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC was founded in 2005 by John Keyes, Jane Stange, and Michael Wooten. They have been providing financial guidance to clients for over 15 years and have built a strong reputation for their expertise and personalized approach.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is important to be aware of any potential disclosures. While KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC has a clean record and has not received any disciplinary actions, it is important for clients to do their own research and fully understand all disclosures before making any financial decisions.