Choice Wealth Management is an independent wealth management firm that provides investment management and financial planning services for individuals, families, business owners, non-profits, and religious organizations. As an independently owned, fee-only registered investment advisory firm, we act in a fiduciary capacity for our clients.
Our mission is to assist our clients in making financial choices that will place them on the path to realizing financial goals such as a comfortable retirement, financial independence, and creating long-term family wealth. We believe that financial wellness leads to a healthier, more altruistic life; and allows people to focus their time, energy, and resources towards the things and people that matter most to them.
How We Serve
Financial Planning
We utilize comprehensive financial planning to provide the clarity needed to help build your financial future.
Investment Management
A financial plan is only as strong as the investment strategy driving it. We offer a tactical and risk-managed approach to grow long term wealth.
Client Experience
We offer the benefit of a personal client relationship with a fiduciary, fee-only advisory firm. Our clients best interests always come first.
Who We Serve
While our clients span a wide range of life stages, assets, and goals; the majority of our clients fall into one of the following categories:
Nearing & Approaching Retirement
We work with those approaching retirement to maximize long term savings and plan for comfortable retirement.
Young Professionals & Families:
We help young professionals and families create a firm financial foundation to building long term wealth.
Business
Owners & Entrepreneurs
We assist business owners by helping them select and maximize the right retirement plans to meet their financial goals.
Non-Profit & Religious Organizations
We partner with organizations to cultivate a sound fiduciary strategy to help grow and build endowment funds.
Our C.O.R.E. Process
Consultation
It all starts with a no-obligation consultation where we can learn about each other and determine if we're a good fit. At this meeting, we'll prioritize learning about your financial goals and what success in those areas looks like to you.
Organization
The next step is to get organized. Utilizing our client portal, we will gather the information needed to allow you to see your complete financial picture in one place and determine if your current plan is adequate to meet your goals.
Recommendations
In a subsequent meeting, we will share our analysis, and where we believe we can help improve or accelerate reaching of your goals. We will also begin the process of implementing any agreed-upon recommendations.
Evaluate
We will meet and communicate periodically throughout the
year to continuously update and evaluate your investments and financial plan, and make any adjustments necessitated by life events and changes.