Our True Wealth Approach
When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can?t buy and death can?t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation ? creativity paired with careful calculation.
As your trusted advisor, we are wholly dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you.
|Firm Start Year:||2008|
|States Licensed in:||SEC - TX. AZ.|
|Number of Years with Current Firm:||3|
|I work with the following types of clients:||Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors|
|Investment Types:||Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Bonds, Stocks, Annuities, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Via phone, At my office, At your home, Via email, At your office, Video Conference|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Annuity, Variable Annuity, Variable Life|
|Advisor's Number of Clients:||125|
|Advisor's Number of Managed Clients:||125|
|Advisor's Number of Planning Clients:||125|
|Assets Managed by Advisor:||120000000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||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
|Compensation Methods:||Hourly, Based on Assets|
|Organization:||Platform Technology Group Toronto, Canada|
|Position :||Advisory Board Member|
|Duration :||05/14/2020-Currently holding|
Advisory Services offered through Riley Wealth Advisors, LLC. Carson Partners is a nationwide partnership of advisors. Member FINRA/SIPC.
Riley Wealth Advisors is a Fort Worth -based wealth management firm founded by William E. Riley in 2008. We're dedicated to providing you with the highest level of service and delivering trust, transparency and accountability to ensure you have a personal experience with your advisor. Our mission is: We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
|Dallas||Texas - Fort Worth|
|Texas - Southlake||Texas - Phoenix|
|Arizona - Scottsdale||Arizona - Yuma|