Wealth Management

Wealth Management

You’ve worked hard to grow your wealth; at WealthOne we’ll work hard to help you manage it. As an Investment Advisor Representative, powered by LPL Financial, WealthOne offers wealth management and financial planning services aimed at providing you with a higher level of service.

At WealthOne Advisory, our accredited financial professionals will work in tandem with you to develop a portfolio that strategically aligns with your unique long-term financial goals. 

Our Process

Our Process

At WealthOne, The Investment Advisor Representative may select and manage the investments within the portfolio, or may work in conjunction with a third-party investment advisor firm. Whichever approach is utilized, it will be fully disclosed in an advisory agreement that is signed with the client.

Investment advisory relationships are offered on a fee basis (a percentage outlined in the agreement). The investor generally pays a quarterly fee based on the assets in the account. If the account increases in value, the advisor earns more. If it declines in value, the advisor earns less. This may be a cost-effective arrangement for the client who seeks to trade frequently, or for the client who desires a higher level of attention and a specific portfolio management strategy.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. 

Talk to one of our advisors about our wealth management services.

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