Werth Weil Wealth Management was founded based on the premise of building a practice that we would want to be a client of. As an independent fee-only wealth management firm, our commitment to our clients is to provide the financial freedom to make CHOICES. Our guiding principles are based on the following:
Good communication is the bridge between confusion and clarity. We actively listen, clarify what’s in front of our clients, and aim to exceed our client’s expectations.
Holistic wealth management blends active financial planning and investment management. Active financial planning examines assets and liabilities, balancing saving and spending habits with feelings and attitudes about money. We build a baseline for our clients and a roadmap to reach their future goals. Investment management incorporates multiple accounts with different characteristics, taking the outputs from planning to create a customized portfolio based on goals, risk tolerance, and time horizon. Blending the two gives our client’s a more informed picture.
We provide proactive, unbiased advice based on our clients unique needs. We follow the fiduciary model, which puts our client’s interests first. Being a fiduciary is not a goal for us; it’s a duty to preserve our client’s good faith and trust.
We hold ourselves to the highest standards of honesty and strong moral principles. We aim to do what is right regardless of who is watching.
We work with our clients and their trusted advisors, such as your tax advisor, accountant and estate planning attorney, etc. to ensure their objectives are aligned and stay aligned. As laws change, family evolves, and net worth grows, we perform “what if” scenarios to evaluate different options as your life changes.
We offer more than 25 years of experience in markets, investing, and planning. We are in the unique position of having made many of the decisions that our clients are currently facing or will encounter in the future.
Great service means different things to different people. Our role is to find out what that means to each of our clients.