How does the advisor help clients – Key Takeaways:
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC is a financial management firm that offers a range of services to help clients achieve their financial goals. Their team of expert advisors are committed to providing personalized, comprehensive financial solutions to individuals, families, and businesses. They understand the unique needs and circumstances of each client and work closely with them to create and implement customized financial plans.
- Offers a range of financial services
- Committed to providing personalized solutions
- Creates customized financial plans to meet the unique needs of each client
Facts and Insights
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC has been in business for 10 years and currently manages over $500 million in assets. They have a team of 5 advisors and provide a range of financial services to their clients. They have a proven track record of helping clients achieve their financial goals and are dedicated to providing top-notch service and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Financial Services Offered
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC offers a range of financial services to help clients achieve their goals and secure their financial future. Some of the services they provide include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
Client Types
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and businesses. Their advisors are experienced in working with clients at all stages of life and are well-equipped to provide tailored solutions to meet the unique needs and goals of each client.
Fees & Compensation
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC operates on a fee-based model, meaning they earn fees based on a percentage of the assets they manage for their clients. This aligns their interests with their clients’ and ensures they are committed to helping their clients grow their wealth and achieve their financial goals. They are transparent about their fees and will discuss them with clients before any services are provided.
Background
MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC was founded in 2011 by financial experts Jane Mowery and John Schoenfeld. With over 20 years of experience in the financial industry, both founders saw a need for a more personalized and comprehensive approach to financial management. They have since built a team of skilled advisors who share their dedication to providing top-notch service and expertise to their clients.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest when working with a financial advisor. MOWERY & SCHOENFELD WEALTH MANAGEMENT, LLC discloses any potential conflicts and is committed to acting in their clients’ best interests at all times. They have a fiduciary duty to their clients, meaning they are legally obligated to always act in their clients’ best interests.