Center for Wealth Management, provides wealth management and investment planning services for individuals, trusts, corporate and qualified pension accounts through LPL Financial. Center for Wealth Management was founded as a financial services firm offering professional wealth management to midsize investors, primarily in our local community. Over the ensuing years our disciplined approach to equity investing, market evaluation and risk management attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and control risk.
Today we are a team of skilled professionals that uses our original concept to manage the wealth entrusted to us by individuals and corporations from coast to coast. We are proud to add that we can measure our success in terms of client satisfaction. Our approach has resulted in noteworthy expansion and validates that our clients are pursuing their objectives with rewarding consistency.
We are partnered with LPL Financial, the nations #1 Independent Broker/Dealer based on revenues according to Financial Planning magazine 1996-2010.
|Name of Broker/Dealer:||LPL Financial|
|States Licensed in:||OH, IN,KY,PA,IL,GA,FL,AZ,TX|
|Number of Years with Current Firm:||3|
|I work with the following types of clients:||Businesses , Investment Clubs , Individual Investors , Non-Profit Organizations|
|Investment Types:||Bonds , Options & Futures , Alternative Investments , Commodities , Insurance , Annuities , Mutual Funds , Stocks , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office , At your home , At your office , Via phone , Via email|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Health , Life , Long Term Care , Variable Annuity , Variable Life , Annuity|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||$100,000|
|Compensation Methods:||Based on Assets , Flat Fee , Hourly|
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|