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My personal goal is to keeping making my company better and better through continuing education (here I am at the annual ETF conference in Florida with CNBC's Bob Pasani). It's important to me to stay fresh with investment ideas, 'sharpening my saw' with each client interaction, and continue improving business practices.
So what does PV Wealth Management offer you?
Easy Access. I am easy to reach by phone or email.
Good Listening. I'll listen carefully to your goals, needs and concerns, and seek to understand why they are important to you.
Caring. My assistant Debbie and I strive to go above and beyond client service expectations, will always act in your best interests.
Independence. With decades of real world experience, four professional designations and a lot of ongoing education, my planning is creative and progressive.
Product Neutral. I use investments tailored to the needs of the client, whether that's stocks, bonds, C.D.s, mutual funds, exchange traded funds (ETFs), annuities, life insurance, or alternative investments including non-traded real estate investment trusts (REITs).
Comprehensive. We assess the risks and opportunities facing you now and in the future.
World Class Technologies. Of course we have a cool interactive website, plus:
Morningstar Advisor Workstation: investment research and custom portfolio proposals.
MoneyGuidePro: a cloud-based financial planning program which updates daily and shows you the likelihood of achieving lifelong goals using all your assets, life insurances, annuities and social security benefits as well.
Savvy Social Security software to develop the best possible social security strategies.
My brain is the ultimate tool to guide you through all this data to your goals! I seek out new ideas and retest my own assumptions to stay fresh, and bring innovative investment ideas to clients if they fit within their risk tolerance.
Flexible. I offer both fee and commission based arrangements and openly discuss compensation. We can also help with 401(k) and investment accounts that may be held elsewhere.
Value. I thoroughly understand the financial service business and have built a generally lower-fee model that provides a compelling value to clients.
Long term. We seek long term, trusting relationships, with nice people, successful business owners and trustees of corporate retirement plans.
If you are looking for an alternative to large financial institutions such as brokerage houses, banks, anonymous call centers or "robo-advisors", we are here for you. Let's have an exploratory conversation, perhaps review your existing strategies, and determine if there is an opportunity for us to work together.