Wealth Management, Inc

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Wealth Management, Inc
Wealth Management, Inc. (WMI), a member of the National Association of Personal Financial Advisors (NAPFA) and The Garrett Planning Network, Inc., provides objective, Fee-Only financial planning services to a wide range of clients who come from all walks of life and backgrounds.
WMI only provides services on a Fee-Only basis, either hourly or part of a long-term advisory relationship. We pride ourselves on our experience, service and sensitivity to client needs and wishes. WMI' s approach is based on the premise that each family, or individual, who comes to us, has unique aspirations, goals and financial concerns. We listen and learn from the client and once their needs are clearly defined, we develop financial plans to address those needs. As the financial concerns of the client are addressed, they can begin to transform their dreams into reality.

The advisor shall exercise his/her best efforts to act in good faith and in the best interests of the client. The advisor shall provide written disclosure to the client prior to the engagement of the advisor, and thereafter throughout the term of the engagement, of any conflicts of interest, which will or reasonably may compromise the impartiality or independence of the advisor.
The advisor, or any party in which the advisor has a financial interest, does not receive any compensation or other remuneration that is contingent on any client's purchase or sale of a financial product. The advisor does not receive a fee or other compensation from another party based on the referral of a client or the client's business.
What Wealth Management Inc. Offers:

As-needed financial planning on an hourly, Fee-Only basis
Asset management services using no-load, commission-free investments
Review of existing financial investments
Straightforward, objective recommendations for investment strategy and selection, college funding, debt reduction and retirement planning
Referral to other trusted professionals for legal and accounting services when needed
Second opinion of your current investments and financial strategy
Convenient, flexible hours and locations
Wealth Management, Inc has offices in Plymouth Meeting and Allentown, PA.

Let's get together and talk. Please contact us by telephone at 484-264-6270 or via Email at kevin@wealthmanagement1.com to schedule a free 30 minute get acquainted meeting.