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How does the advisor help clients – Key Takeaways:
STW ASSOCIATES is a financial services firm that prides itself on providing expert financial advice to clients in a variety of industries. Using their extensive knowledge and experience, the advisors at STW ASSOCIATES help clients reach their financial goals and make informed decisions about their money.
Facts and Insights
STW ASSOCIATES has been in business for over 15 years, providing top-quality financial services to individuals and businesses alike. The firm boasts a team of highly qualified advisors, each with their own areas of expertise, to offer clients a well-rounded and comprehensive approach to financial planning.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | 15+ years |
Financial Services Offered
STW ASSOCIATES offers a wide range of financial services to cater to the diverse needs of their clients. These services include but are not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
STW ASSOCIATES works with a variety of clients including high net worth individuals, families, business owners, and retirees. The firm also has experience in working with corporations and non-profit organizations, providing tailored financial solutions to meet their unique needs.
Fees & Compensation
STW ASSOCIATES operates on a fee-based compensation structure, meaning that their fees are based on a percentage of the assets they manage for clients. This ensures that the firm’s interests are aligned with those of their clients, as they only make money when their clients do. The firm is committed to transparency and fully discloses all fees and compensation to their clients.
Background
STW ASSOCIATES was founded by a team of financial experts who shared a common goal of providing top-quality financial services to clients. The firm has since grown to become a reputable and trusted name in the industry, known for their personalized approach and commitment to helping clients achieve financial success.
Financial Advisor Disclosures to Know
STW ASSOCIATES operates under the fiduciary standard, meaning they are legally obligated to always act in the best interests of their clients. They also have a strict code of ethics that all advisors must adhere to, ensuring that clients can trust the advice and recommendations they receive from the firm. Additionally, the firm provides all necessary disclosures to clients to ensure transparency and build trust.