TEAM Wealth Investments is an independent, fee-only advisory firm with a fiduciary responsibility to our clients. As an independent advisor, we do not receive sales commissions or 12b-1 fees from mutual fund companies, insurance companies or any other entities. Our advice and our actions are objective and client focused. We are only paid by you, the client.
TEAM Wealth provides personalized and comprehensive financial planning and investment management services to our clients. Our flexibility and patience allows us to create a portfolio of assets that fits a client’s risk profile, reflects their values, funds their lifestyle and meets their financial goals.
Our clients are smart, active and busy individuals and families who understand and appreciate the value of working with a trusted financial partner. As we build relationships with our clients and engender their trust, they seek out our input on more financial decisions. Building trust to help our clients through financial decisions at all stages of life is what we value and where we create the most significant impact.
Our clients understand that the performance of their portfolios must be placed in a broader context of their overall financial goals and comfort level with risk. They realize there are trade-offs to risk and return. Our job is to work with our clients to determine the appropriate risk category in which they feel most comfortable.
What we don’t do
We are neither a broker nor custodian. Client accounts are held at our custodian in the client’s name. Client portfolios are managed on discretionary basis limited to investment activity. With the exception of management fees, we are not able to withdraw funds. We are not CPAs or attorneys, but do work closely with our clients professional advisors.