How does the advisor help clients – Key Takeaways:
Weston Wealth Advisors, LLC is a well-respected financial advisory firm that helps clients achieve their financial goals through a personalized and comprehensive approach. The firm prides itself on providing expert financial advice and services to its clients while adhering to the highest ethical standards. Here are the key takeaways on how the advisor helps clients:
- Offers personalized financial planning to help clients achieve their specific financial goals.
- Provides a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning.
- Has a team of experienced and knowledgeable advisors who are committed to staying up-to-date with the latest industry trends and best practices.
- Fosters long-term relationships with its clients based on trust, transparency, and communication.
Facts and Insights
Founded in 2005, Weston Wealth Advisors, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). The firm has over $500 million in assets under management (AUM) and a team of five advisors who collectively have over 50 years of industry experience. This impressive track record speaks to the firm’s commitment to providing top-notch financial services to its clients.
Weston Wealth Advisors, LLC believes in a comprehensive approach to financial planning and understands that every client’s needs are unique. Therefore, the firm takes a personalized approach to develop customized financial plans that align with each client’s specific financial goals and objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Weston Wealth Advisors, LLC | Industry Median | |
|---|---|---|
| Assets Under Management | $500 million | $100 million |
| Number of Advisors | 5 | 3 |
| Time in Business | 16 years | 10 years |
Financial Services Offered
Weston Wealth Advisors, LLC offers a wide range of financial services to help clients navigate their financial journey with confidence. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
As a full-service investment advisory firm, Weston Wealth Advisors, LLC caters to a diverse range of clients, including:
- High-net-worth individuals
- Retirees
- Business owners
- Families
Fees & Compensation
Weston Wealth Advisors, LLC is a fee-only investment advisory firm, which means they do not earn commission or receive any other form of compensation from third-party products. The firm charges a percentage of AUM for their services, making them completely aligned with their clients’ best interests. This fee structure ensures that the firm’s success is directly tied to their clients’ success.
Background
The founder of Weston Wealth Advisors, LLC, Peter Weston, has over 30 years of experience in the financial industry. After working for large financial institutions, Peter decided to establish his independent firm to offer clients a more personalized and comprehensive approach to financial planning. The firm is headquartered in New York City, but serves clients nationwide.
Financial Advisor Disclosures to Know
As a registered investment advisor, Weston Wealth Advisors, LLC is held to the highest standard of fiduciary duty, meaning they are legally obligated to act in their clients’ best interests at all times. They have no conflicts of interest and are transparent about their fees and any potential conflicts that may arise. Additionally, the firm has a clean disciplinary record and has no prior regulatory actions or sanctions.