How does the advisor help clients – Key Takeaways:
Schamberger, Greylak & Utterback Wealth Management, LLC is a reputable financial advisory firm with a team of experienced financial experts who work with clients to provide personalized and comprehensive financial planning services. Here are key takeaways on how this firm helps their clients:
- Offering personalized financial planning to help clients achieve their financial goals.
- Providing comprehensive wealth management services to help clients build and preserve their wealth.
- Creating customized investment portfolios tailored to clients’ unique risk tolerance and financial objectives.
- Offering ongoing solutions and guidance to help clients stay on track towards their financial goals.
- Providing access to a wide range of financial products and services to offer clients a diverse set of options to choose from.
Facts and Insights
Schamberger, Greylak & Utterback Wealth Management, LLC has been in business for over 20 years, providing expert financial advice and guidance to their clients. The firm has a team of 10 experienced financial advisors who collectively manage over $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Schamberger, Greylak & Utterback Wealth Management, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of the services they offer include:
- Personalized financial planning
- Wealth management
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Schamberger, Greylak & Utterback Wealth Management, LLC works with a diverse group of clients, including individuals, families, and small business owners. They also have experience working with clients from different industries and backgrounds, providing them with the expertise and knowledge to understand and address their unique financial needs.
Fees & Compensation
Schamberger, Greylak & Utterback Wealth Management, LLC operates under a fee-based compensation structure. This means that their fees are based on a percentage of the assets they manage for their clients. This aligns their interests with those of their clients, as they are motivated to help their clients grow their assets under management.
Background
Schamberger, Greylak & Utterback Wealth Management, LLC was founded in 2000 by John Schamberger, James Greylak, and Ann Utterback, three financial experts with a combined experience of over 50 years in the industry. Over the years, the firm has grown to become one of the most reputable financial advisory firms in the country, thanks to their commitment to providing personalized and comprehensive financial planning services.
Financial Advisor Disclosures to Know
As a registered investment advisor, Schamberger, Greylak & Utterback Wealth Management, LLC is required by law to disclose any potential conflicts of interest that may arise in their client relationships. Clients can access this information through the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website. This document also includes information about the firm’s fees, services, and investment strategies.