About WARDLAW WEALTH MANAGEMENT LLC
WARDLAW WEALTH MANAGEMENT LLC is a leading financial advisory firm, providing specialized wealth management services to individuals and families. With a highly experienced team and a personalized approach, WARDLAW WEALTH MANAGEMENT LLC has been helping clients achieve their financial goals since its establishment in 2005.
How does the advisor help clients – Key Takeaways:
- Provides personalized wealth management services
- Highly experienced team with expertise in various financial areas
- Tailored approach to meet individual client needs
Facts and Insights:
At WARDLAW WEALTH MANAGEMENT LLC, we strongly believe in transparency and keeping our clients well-informed. Here are some facts and insights about our firm:
- Assets under management: $1.5 billion (as of 2020)
- Number of advisors: 8
- Years in business: 15
Assets Under Management, Number of Advisors and Time in Business:
| Assets under management | Number of advisors | Years in business |
|---|---|---|
| $1.5 billion | 8 | 15 |
Financial Services Offered:
At WARDLAW WEALTH MANAGEMENT LLC, we offer a wide range of financial services to cater to the diverse needs of our clients. Our services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types:
We work with a diverse range of clients, including high net worth individuals, executives, professionals, and business owners. Our customized approach ensures that each client receives personalized services tailored to their unique financial needs.
Fees & Compensation:
At WARDLAW WEALTH MANAGEMENT LLC, we operate on a fee-only basis, which means we do not receive any commissions or third-party payments. Our fees are based on a percentage of the assets under management, ensuring that our interests are aligned with those of our clients.
Background:
WARDLAW WEALTH MANAGEMENT LLC was founded by John Wardlaw, who brings over 25 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and has a Master’s degree in Finance. John has built a team of highly qualified and experienced professionals who share his passion for providing exceptional financial advisory services.
Financial Advisor Disclosures to Know:
At WARDLAW WEALTH MANAGEMENT LLC, we adhere to strict ethical standards and disclose any potential conflicts of interest to our clients. We are registered with the Securities and Exchange Commission (SEC), and all of our advisors are required to follow the Code of Ethics and Standards of Professional Conduct set by the Certified Financial Planner Board of Standards.