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How does the advisor help clients – Key Takeaways:
WITNAUER SLOAN & ASSOCIATES LLC provides comprehensive financial planning and investment management services to individuals, families, and businesses. Their team of financial experts focuses on developing personalized strategies to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 2002, WITNAUER SLOAN & ASSOCIATES LLC has over 18 years of experience in the financial services industry. They have built a reputation for their commitment to providing exceptional customer service, unbiased advice, and reliable guidance to their clients.
As of 2020, the firm manages approximately $500 million in assets, with a team of 10 advisors dedicated to serving their clients. Their advisors have a wealth of experience and expertise in investment management and financial planning, allowing them to offer a wide range of financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 18 years |
Financial Services Offered
WITNAUER SLOAN & ASSOCIATES LLC offers a broad range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm works with a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Trusts
- Non-profit organizations
Fees & Compensation
WITNAUER SLOAN & ASSOCIATES LLC charges a fee for their services, which is based on a percentage of the assets under management. This fee structure ensures that the firm’s interests are aligned with their clients’ interests, as they only make money when their clients’ portfolios perform well.
Background
The founder and principal of WITNAUER SLOAN & ASSOCIATES LLC, John Witnauer, has over 30 years of experience in the financial services industry. He is a Certified Financial Planner™ and has received various industry recognitions, including being named as one of the Top 100 Financial Advisors by Barron’s in 2019.
Financial Advisor Disclosures to Know
As a registered investment advisor, WITNAUER SLOAN & ASSOCIATES LLC is required to disclose any potential conflicts of interest and other important information to their clients. These disclosures can be found in their Form ADV, which can be obtained through the firm’s website or by request from the firm directly.