The Benedict Wealth Management Group
It’s All About You – Your Goals, Your Plan, Your Success
Your goals, your plan and your vision of financial success is unique to you. As a Certified Investment Advisor, Wealth Advisor and Financial Planner, your investment and financial plans are customized for your peace of mind today and to face your future with calm certainty.
Lead Investment Advisor
We start by meeting and getting acquainted. I want to know about you and your family – your goals and your concerns and what’s important to you.
Are you needing to grow your assets, plan for your retirement, organize your Will and Estate, deal with your business succession, taxes or insurance? As your Investment Advisor, your Financial Planner, these details are of utmost importance.
We’ll clarify your current situation and define where you want to be and create a plan focused on your priorities and objectives taking into account your specific challenges and opportunities.
We will examine your options, make recommendations and put action steps in place. We’ll meet regularly to review and assess your progress and update your plan as needed.
Clients are charged an annual fee that is a percentage of the total family assets under administration. As your assets in your accounts grow the percentage fee you are charged decreases. You will be fully informed of any and all costs associated with your account prior to set-up or investment implementation – total transparency every step of the way.
Typically we work with clients with portfolios valued at $250,000 and up however, if you’re not quite there we will gladly customize a plan to suit your current situation.