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How does the advisor help clients – Key Takeaways:
Wasden Financial Management is a leading financial management firm that provides expert guidance and advice to clients seeking to manage their wealth. Their team of financial experts has years of experience and knowledge in the field, making them a trusted resource for individuals and businesses looking to achieve their financial goals.
Here are some key takeaways on how Wasden Financial Management helps its clients:
- Provides personalized financial plans based on individual needs and goals
- Offers a wide range of financial services to help clients grow and protect their wealth
- Uses a holistic approach to financial planning, considering all aspects of a client’s financial situation
- Continuously monitors and adjusts investments to align with clients’ changing needs and market conditions
- Provides ongoing support and guidance to help clients stay on track and make informed financial decisions
Facts and Insights
In addition to their client-centric approach, there are some important facts and insights to know about Wasden Financial Management:
- Their team consists of over 50 advisors with an average of 15 years of experience in the financial industry
- They have been in business for over 30 years, establishing a strong track record of success and satisfied clients
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | Over 30 years |
Financial Services Offered
Wasden Financial Management offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Intergenerational wealth transfer
- Insurance consultation
- Charitable giving planning
Client Types
Wasden Financial Management serves a diverse range of clients, including:
- High-net-worth individuals and families
- Business owners and executives
- Retirees
- Trusts and estates
- Non-profits and foundations
- Corporate and institutional clients
Fees & Compensation
Wasden Financial Management believes in full transparency when it comes to fees and compensation. They work on a fee-only basis, meaning they do not receive commissions from the sale of financial products. This allows them to provide unbiased advice and recommendations to their clients.
Their fees are based on a percentage of assets under management, and they offer customized fee structures to meet their clients’ specific needs and goals. They also offer a free initial consultation to discuss their services and fees in detail.
Background
Wasden Financial Management was founded in 1987 by John Wasden, a seasoned financial advisor with a passion for helping people achieve financial success. The firm has since grown to become one of the most reputable and trusted financial management companies in the country.