About PARITER WEALTH MANAGEMENT GROUP LLC
PARITER WEALTH MANAGEMENT GROUP LLC is a boutique financial advisory firm that specializes in providing personalized wealth management solutions for high-net-worth individuals and families. With a team of experienced and knowledgeable advisors, PARITER WEALTH MANAGEMENT GROUP LLC helps clients navigate the complex world of finance and investment to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Customized wealth management solutions for high-net-worth individuals and families
- Personalized approach to financial planning
- Expertise in navigating complex financial markets
- Comprehensive range of financial services offered
- Dedicated team of experienced and knowledgeable advisors
Facts and Insights
PARITER WEALTH MANAGEMENT GROUP LLC has been in business for over 10 years and has established a reputation for providing top-notch financial services to its clients. The firm is headquartered in New York City and has a strong presence in major financial centers across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered
PARITER WEALTH MANAGEMENT GROUP LLC offers a comprehensive range of financial services to its clients. These include:
- Wealth management and financial planning
- Portfolio management
- Investment advisory services
- Retirement planning
- Estate planning
- Tax planning and management
Client Types
PARITER WEALTH MANAGEMENT GROUP LLC serves a diverse clientele, including:
- High-net-worth individuals and families
- Corporate executives
- Business owners
- Retirees
- Trusts and foundations
Fees & Compensation
PARITER WEALTH MANAGEMENT GROUP LLC operates on a fee-based structure, meaning that the firm charges a percentage of the assets under management as its compensation. This aligns the firm’s interests with its clients’ interests, as the better the investments perform, the higher the compensation for the firm.
Background
The founding members of PARITER WEALTH MANAGEMENT GROUP LLC have extensive experience in the financial industry and have held prominent positions in major financial institutions. They bring a wealth of knowledge, expertise, and insight to the firm, creating a strong foundation for its success.
Financial Advisor Disclosures to Know
As a registered investment advisor, PARITER WEALTH MANAGEMENT GROUP LLC is held to a fiduciary standard, meaning that the firm is legally obligated to act in the best interests of its clients. The firm has a clean disciplinary history and has no disclosures on its record.