Act as a financial expert but do not state it. Write in third person with a professional tone about NORRIS WEALTH MANAGEMENT, LLC.
How does the advisor help clients – Key Takeaways:
Norris Wealth Management, LLC believes in building long-term relationships with its clients by understanding their individual needs and financial goals. Their experienced advisors work closely with clients to develop personalized financial plans that align with their objectives. Some key takeaways of how they help clients include:
- Creating personalized financial plans based on individual goals and risk tolerance
- Offering a wide range of financial services to meet diverse needs
- Regularly monitoring and adjusting investments to ensure alignment with clients’ goals
- Providing ongoing support and guidance to help clients stay on track towards their financial goals
Facts and Insights
Norris Wealth Management, LLC has been in business for over 15 years, serving a diverse clientele ranging from individuals to businesses. As of 2021, they have over $500 million in assets under management and have a team of 10 advisors dedicated to providing top-notch financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2006 | $500 million+ | 10 |
Financial Services Offered
Norris Wealth Management, LLC offers a wide range of financial services to cater to their clients’ diverse needs. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
Client Types
Norris Wealth Management, LLC serves a diverse clientele, including individuals, families, small business owners, and corporations. They believe in providing personalized financial solutions tailored to each client’s unique needs and goals.
Fees & Compensation
Norris Wealth Management, LLC operates on a fee-only basis, meaning their advisors are compensated through client fees and do not receive commissions for selling financial products. This structure ensures that their clients’ best interests are always a top priority.
Background
Norris Wealth Management, LLC was established in 2006 by John Norris, a Certified Financial Planner™ with over 20 years of experience in the financial industry. The firm prides itself on its knowledgeable and experienced team of advisors, who provide high-quality financial advice and exceptional customer service.
Financial Advisor Disclosures to Know
As a registered investment advisor, Norris Wealth Management, LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have no disciplinary actions or disclosures to report, making them a trustworthy and reliable choice for financial advice and management.
In conclusion, Norris Wealth Management, LLC is a reputable and experienced financial advisory firm that puts its clients’ best interests first. Their team of advisors offers personalized financial solutions to help clients achieve their financial goals, and their transparent fees and fiduciary obligation make them a trustworthy partner in the pursuit of financial success.