</divThe financial team at MEANS INVESTMENT CO., INC., acts as expert advisors for their clients' wealth management needs. With years of experience and a strong track record, the team at MEANS WEALTH MANAGEMENT offers strategic financial planning services to help clients achieve their financial goals and build long term wealth.
H2: How does the advisor help clients – Key Takeaways:
– MEANS WEALTH MANAGEMENT provides comprehensive financial planning services to help clients reach their financial goals and build long term wealth.
– The team at MEANS WEALTH MANAGEMENT has a strong track record of success, with years of experience in the financial industry.
– Clients can expect personalized and tailored financial solutions to meet their individual needs and objectives.
H2: Facts and Insights
MEANS WEALTH MANAGEMENT, also known as MEANS INVESTMENT CO., INC., was founded in 2005 and has been providing expert financial advice to clients ever since. The team at MEANS WEALTH MANAGEMENT offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning.
H2: Assets Under Management, Number of Advisors and Time in Business:
[table]
|Assets Under Management | Number of Advisors | Time in Business |
|————————-|———————|——————|
|$500 million+ | 15+ | 16 years |
H2: Financial Services Offered
MEANS WEALTH MANAGEMENT offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
– Investment Management: MEANS WEALTH MANAGEMENT works closely with clients to develop personalized investment strategies that are tailored to their risk tolerance, financial goals, and time horizon.
– Retirement Planning: The team at MEANS WEALTH MANAGEMENT helps clients plan for a successful retirement by providing expert advice on retirement savings, income planning, and investment management.
– Estate Planning: MEANS WEALTH MANAGEMENT helps clients develop a comprehensive estate plan to protect their assets and ensure their wishes are fulfilled.
– Tax Planning: The financial experts at MEANS WEALTH MANAGEMENT provide strategic tax planning to help clients minimize their taxes and maximize their savings.
H2: Client Types
MEANS WEALTH MANAGEMENT works with a diverse range of clients, including individuals, families, and businesses. They have a strong focus on building long-term relationships with their clients and providing tailored financial solutions to help them reach their unique financial goals.
H2: Fees & Compensation
MEANS WEALTH MANAGEMENT operates on a fee-based model, meaning they are compensated through a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients' and encourages them to help their clients grow their wealth over time.
H2: Background
MEANS WEALTH MANAGEMENT was founded by John Means, an experienced financial expert with over 25 years of experience in the industry. John has assembled a team of highly skilled professionals who are dedicated to providing the best possible financial solutions to their clients.
H2: Financial Advisor Disclosures to Know
MEANS WEALTH MANAGEMENT is registered with the Securities and Exchange Commission (SEC) and strictly adheres to all regulatory requirements. They also have a commitment to transparency and provide their clients with all necessary disclosures to ensure they are fully informed about their services and fees.
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