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HELPING YOU MAKE
BETTER FINANCIAL CHOICES
TO BUILD A
BRIGHTER  FINANCIAL FUTURE

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.

What We Offer

Financial Planning

We utilize comprehensive financial planning to provide the clarity needed to help build your financial future.

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Investment Management

A financial plan is only as strong as the returns driving it. We offer a tactical and risk-managed approach to growing long term wealth.

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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.

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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:

Happy Couple

Nearing & Approaching Retirement

We work with those approaching retirement to maximize long term savings and plan for comfortable retirement.

Family at a Beach

Young Professionals & Families:

We help young professionals and families create a firm financial foundation to building long term wealth.

Business Owner

Business

Owners & Entrepreneurs

We assist business owners by helping them select and maximize the right retirement plans to meet their financial goals.

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Non-Profit & Religious Organizations

We partner with organizations to cultivate a sound fiduciary strategy to help grow and build endowment funds. 

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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.

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