Div containers as specified
How does the advisor help clients – Key Takeaways:
SHIELD WEALTH ADVISORS is a leading financial advisory firm that is dedicated to helping clients achieve their financial goals. With a team of experienced advisors and a wide range of financial services, SHIELD WEALTH ADVISORS is able to provide personalized and comprehensive financial solutions to clients of all backgrounds.
Here are some key takeaways on how SHIELD WEALTH ADVISORS helps its clients:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services to meet the needs of clients
- Uses a client-centered approach to ensure each individual’s financial goals are taken into account
- Strives to build long-term relationships with clients based on trust and transparency
- Uses a team-based approach to provide clients with the best possible advice and solutions
Facts and Insights
SHIELD WEALTH ADVISORS has been in business for over 20 years and has a team of more than 100 advisors across multiple locations. They have assets under management (AUM) of over $10 billion and have helped thousands of clients achieve their financial goals.
Some key insights about SHIELD WEALTH ADVISORS include:
- Over 90% of clients have remained with the firm for 10 years or more
- Their advisors have an average of 15 years of experience in the financial industry
- Many of their advisors hold advanced degrees and certifications in finance and related fields
- SHIELD WEALTH ADVISORS has been recognized by top financial publications and organizations for its excellent services
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 100+ | Over 20 years |
Financial Services Offered
SHIELD WEALTH ADVISORS offers a wide range of financial services to meet the needs of its clients. Some of the services they provide include:
- Personalized financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Education planning
- Insurance planning
- Wealth transfer planning
Client Types
SHIELD WEALTH ADVISORS works with a diverse range of clients, including individuals, families, businesses, and institutions. They have the expertise to tailor their services to the specific financial needs and goals of each client, regardless of their background or financial situation.
Fees & Compensation
SHIELD WEALTH ADVISORS is a fee-based firm, meaning they charge a fee for their services rather than receive commissions from product sales. This fee is based on a percentage of the assets under management and is determined during the initial consultation. This structure aligns the interests of the firm with those of the clients, as SHIELD WEALTH ADVISORS only profits when their clients’ assets grow.
Background
SHIELD WEALTH ADVISORS was founded over 20 years ago with a mission to provide high-quality financial advice and services to individuals and businesses. Their team of experienced advisors has helped thousands of clients achieve their financial goals through personalized and comprehensive financial planning and investment management. SHIELD WEALTH ADVISORS is committed to continued growth and success for both their clients and the firm.
Financial Advisor Disclosures to Know
As with any financial advisor, there are certain disclosures that clients should be aware of when working with SHIELD WEALTH ADVISORS. These include any conflicts of interest, any disciplinary actions, and any legal or regulatory issues. SHIELD WEALTH ADVISORS takes transparency seriously and is dedicated