About TILDEN LOUCKS & WOODNORTH LLC
TILDEN LOUCKS & WOODNORTH LLC is a reputable financial advisory firm that specializes in providing personalized and comprehensive financial solutions to its clients. The firm was founded by seasoned financial experts who have extensive experience in the industry and a deep understanding of the ever-changing financial landscape.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial solutions
- Staffed by experienced and knowledgeable financial experts
- Strives to meet clients’ financial goals and objectives
Facts and Insights
The advisors at TILDEN LOUCKS & WOODNORTH LLC are committed to helping their clients achieve financial success. They understand that every individual or organization has unique financial needs and goals, which is why they provide customized solutions tailored to each client’s specific situation. With their extensive expertise in financial planning, investment management, and retirement planning, the advisors at this firm offer valuable insights and recommendations to clients seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15 years |
The above numbers demonstrate the firm’s impressive track record in managing assets and the significant amount of experience its advisors possess.
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
TILDEN LOUCKS & WOODNORTH LLC caters to diverse clients, including high net worth individuals, families, businesses, and institutions. The firm’s advisors have the expertise to work with clients at different stages of life and varying financial situations.
Fees & Compensation
The firm’s fee structure is based on a percentage of assets under management, and it also offers fee-only services. This ensures that the advisors’ interests are aligned with their clients’ goals and objectives. This fee structure is transparent and allows clients to understand exactly what they are paying for.
Background
TILDEN LOUCKS & WOODNORTH LLC was founded by three financial experts who shared a common goal of providing outstanding financial solutions to individuals and organizations. With a combined experience of over 50 years in the financial services industry, the firm’s founders are dedicated to helping their clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), TILDEN LOUCKS & WOODNORTH LLC adheres to strict regulatory requirements set by the Securities and Exchange Commission (SEC). These include providing clients with disclosures about the firm’s background, fees, services, and potential conflicts of interest. The firm prides itself on maintaining transparency and ethics in all its dealings.