How does the advisor help clients – Key Takeaways:
With over 20 years of experience in the financial industry, Wingert Investment Management, LLC is a trusted financial expert that specializes in helping clients make informed and strategic investment decisions. Acting as a guide and partner, the firm helps individuals and businesses achieve their financial goals through personalized strategies and comprehensive services.
The following are the key takeaways of how the advisor helps clients:
- Expert financial advice: Wingert Investment Management, LLC acts as a financial expert, providing clients with expert advice and guidance to navigate the complexities of the financial market.
- Personalized strategies: The firm works closely with each client to understand their unique financial goals and develop personalized strategies that align with their risk tolerance and investment objectives.
- Comprehensive services: Wingert Investment Management, LLC offers a wide range of comprehensive services including portfolio management, retirement planning, tax planning, and estate planning.
- Ongoing support and monitoring: The firm provides continuous support and monitoring to ensure that clients’ investments are performing in line with their goals and objectives.
Facts and Insights
Wingert Investment Management, LLC is a registered investment advisor based in New York. The firm was founded in 1999 by John Wingert, a highly experienced financial advisor with a passion for helping individuals and businesses achieve financial success. With a team of knowledgeable and dedicated professionals, the firm has become a trusted partner for clients seeking financial guidance and support.
Below are some facts and insights about Wingert Investment Management, LLC:
- Over $500 million in assets under management (AUM)
- 3 financial advisors
- Over 20 years in business
- Experience across a wide range of industries and investment vehicles
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 3 | 20+ years |
Financial Services Offered
Wingert Investment Management, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Portfolio management: The firm provides expert management of client portfolios, taking into account risk tolerance, investment goals, and market conditions.
- Retirement planning: The firm helps clients plan for a secure and comfortable retirement by developing personalized strategies to maximize savings and optimize investments.
- Tax planning: Wingert Investment Management, LLC offers tax planning services to minimize tax burden and maximize after-tax returns for clients.
- Estate planning: The firm helps clients protect their assets and transfer wealth to future generations through tailored estate planning strategies.
- Other financial services: Wingert Investment Management, LLC also offers a wide range of financial services including education planning, insurance analysis, and cash flow management.
Client Types
The firm serves a diverse range of clients, including:
- Individuals
- High-net-worth individuals
- Businesses
- Institutions
Fees & Compensation
Wingert Investment Management, LLC charges a competitive fee based on a percentage of AUM. This fee covers all management and advisory services provided to the client. The firm has a fiduciary duty to act in the best interest of their clients, ensuring that all recommendations and decisions are made with the client’s goals and objectives in mind.
Background
Wingert Investment Management, LLC was founded by John Wingert with a vision to help individuals and businesses achieve their financial goals. With over 20 years of experience in the financial industry, John Wingert brings a wealth of knowledge and expertise to the firm. The team at Wingert Investment Management, LLC is dedicated to providing exceptional service and building long-term relationships with clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Wingert Investment Management, LLC is required to disclose any potential conflicts