I am not your ordinary investment advisor. With access to Nobel Prize-winning strategies and asset management structures usually reserved for institutional clients, I help investors grow their portfolios while offering protection during volatile markets.
Unlike other advisors, we're true fiduciaries - which means we're not tied to specific investment or insurance products. Instead, we build asset structures that are specifically designed for each client's goals, life strategies and risk tolerance.
My focus areas:
1. Retirement & Investment Planning: 401k Rollovers, IRA's, ROTH's and Annuities, etc. I also evaluate your employer 401k's so that your allocations match your risk tolerance.
2. Personal Financial Risk Management: I build current life, disability and long term care insurance plans which provide the optimal mix of protection and asset appreciation.
3. Tax Efficiency: I structure a financial plan which reduces both your current and future tax liabilities.
4. Estate, Trust and Succession Planning: I structure your estate to protect both your assets and your legacy.
Select Wealth Advisers is a full service, fiduciary advisory firms which helps our clients design a full financial plan for preserving, protecting and growing their wealth. Our relationship with each client is deeply personal, as we guide you through a relaxing process designed to structure your assets to deliver asset appreciation within your personal risk tolerance.
**Investment Advisor Representative, Integrated Advisor Network, LLC., a Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments, a broker-dealer, member FINRA/SIPC. Select Wealth Advisers and Purshe Kaplan Sterling Investments are not affiliated.
Full Service Financial Advisory firm specializing in portfolio management and retirement income planning.
|Firm Start Year:||2012|
|Number of Years with Current Firm:||2|
|Work with the following types of clients:||Businesses, Individual Investors, Non-Profit Organizations|
|Foreign Languages Serviced:||Korean|
|Advisory Services Provided:||Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Investment Advice & Management, Insurance Products & Annuities, Money Management|
|Investment Types:||Bonds, Mutual Funds, Annuities, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Our Office, Your Home, Video Conference, Your Office, Via Phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Disability, Health, Variable Life, Long Term Care, Variable Annuity, Life|
|Assets Managed by Firm:||$105,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Commissions, Based on Assets|
Investment Advisor Representative:
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
|Mon.||8:00 AM - 4:00 PM|
|Tue.||8:00 AM - 4:00 PM|
|Wed.||8:00 AM - 4:00 PM|
|Thu.||8:00 AM - 4:00 PM|
|Fri.||8:00 AM - 1:30 PM|