How does the advisor help clients – Key Takeaways:
Tilden Loucks & Woodnorth LLC provides comprehensive financial services and expertise to clients for effective financial management. With a team of experienced and knowledgeable advisors, the firm helps clients achieve their financial goals and secure their financial future.
The firm’s core values include integrity, accountability, and commitment to serving the best interests of its clients. The team at Tilden Loucks & Woodnorth LLC works collaboratively with clients to develop customized financial plans and provide ongoing support and guidance in managing their wealth.
Facts and Insights
Tilden Loucks & Woodnorth LLC was founded in 2005 and has been in business for over 15 years. The firm manages over $500 million in assets for a diverse client base that includes individuals, families, and small businesses.
The firm’s approach to financial management combines a traditional investment approach with advanced technology and tools. This allows the team to provide clients with a comprehensive and sophisticated financial plan that addresses their unique needs and goals.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time In Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
Tilden Loucks & Woodnorth LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
The firm’s team of advisors has expertise in all of these areas and works together to develop a comprehensive financial plan that addresses every aspect of a client’s financial life.
Client Types
Tilden Loucks & Woodnorth LLC works with a diverse client base, including:
- High-net-worth individuals
- Small business owners
- Retirees
- Families
The firm’s personalized approach to financial management allows the team to tailor its services to the specific needs and goals of each client. This ensures that all clients receive the highest level of service and attention.
Fees & Compensation
Tilden Loucks & Woodnorth LLC charges a fee for its services, which is based on a percentage of the assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm only benefits when the client’s assets grow.
The firm also follows a fiduciary standard, meaning they are required to act in the best interests of their clients at all times.
Background
The team at Tilden Loucks & Woodnorth LLC has over 100 years of combined experience in the financial industry. The firm’s advisors have diverse backgrounds and expertise, allowing them to provide a well-rounded and comprehensive approach to financial management.
The firm is also committed to continuously educating and training its team to stay up to date with the latest industry developments and best practices.
Financial Advisor Disclosures to Know
Tilden Loucks & Woodnorth LLC has a clean record with no regulatory or disciplinary disclosures. The firm believes in transparency and always puts its clients’ best interests first.
In conclusion, Tilden Loucks & Woodnorth LLC is a top-performing financial firm that provides expert financial management services to clients. With a solid track record and a team of experienced advisors, the firm is well-equipped to help clients achieve their financial goals and secure their financial future.