At CW Wealth Management, we believe that working closely with individual investors is an important mission for our practice. Everyday people have busy lives, both at work and at home, and many feel like there just “isn’t enough time” to get everything done. Do I stay late at work to meet that deadline or help my daughter with her volleyball drills? Can I grill those steaks tonight or will it be another night of carry out? You get the idea. But on top of all of this, what about the time it takes to make sure that your financial assets and aspirations are in order. Is my retirement plan on track? Do I have the right investments and asset allocation to achieve my goals? College expenses? Insurance needs? We understand that these concerns, on top of what everyday life throws at you, can be overwhelming.
CW Wealth Management is here to help! We have found that being able to outsource the management and monitoring of financial assets to someone you can trust can not only free up time for yourself, but can also potentially help produce higher returns over the long run. Numerous industry studies by respected names in the financial services industry, including Vanguard and Russell Investments, have found that utilizing an investment advisor can add approximately 3% to 4%+ to annual returns over time. This is accomplished by implementing best practices in wealth management such as behavioral coaching, asset allocation, portfolio rebalancing, tax management and financial planning. What can this mean for you? By partnering with a financial advisor and implementing the aforementioned best practices in wealth management, over a 20-year period could result in a portfolio that is approximately 60% to 80%+ higher for you and your family. Please note that while these wealth management best practices are available to investors, they may not apply to every investor. Individual investor’s circumstances may be different than those analyzed and past results are not guarantees of future returns.
Whether you are seeking more time to spend with your family (which is priceless) or the potential of higher wealth generation over the long-term, CW Wealth Management is here to help. Please send us an email or give us a call (470-473-7134) to schedule a free, no obligation consultation. We would love to welcome you to the CW Wealth Management Family! Also, please visit our website and don’t forget to connect with us on social media for value-added content and updates.