Client Services

We believe our first obligation is to help our clients pursue their financial goals through suitable investments. We provide this analysis for all current and prospective clients. This analysis consists of a review of all client financial goals as well as evaluating what is necessary to achieve these goals. Each WWK financial professional has access to historical investment results on a wide variety of mutual funds, market indices and other investments. Although past performance is no guarantee of future results, we can use this data to estimate the contributions needed to work towards goals such as college, retirement, estate, or other savings planning.

We provide our clients with these additional services:

  • Diversification Analysis
  • Portfolio Re-balancing
  • Cost Basis Analysis
  • Calculating Required Minimum Distributions
  • Monitoring Contribution Limits
  • Total Cost Analysis (Fee-based vs. Traditional)
  • Risk/Return Analysis

We are committed to accommodating the often ambitious scheduling challenges of our current and prospective clients. As a result, we routinely meet clients outside normal business hours, when clients’ schedules permit. In addition to our offices, we are able to meet clients at their office or home. What sets us apart from other advisors is our constant attention to service. The majority of our clients have come to us on a referral basis.

Private Wealth Group

Although we strive to exceed the expectations of all of our clients, we believe that clients with more substantial assets may need their information in a consolidated format. Our goal is to provide a detailed, yet simplified, consolidated review of their investment information for the year. At the end of every year, we provide these clients with a Year in Review Binder. The binder contains the following information:

  • General Market Overview
  • Morningstar Portfolio Snapshot of their Current Allocation
  • Account Statements for the Year
  • Consolidated List of Beneficiaries
  • Required Minimum Distributions
  • Educational Account Review with updated College Cost Projections
  • Articles of Interest