Tony Novak 800-609-0683
a passionate advocate for small business success
Professional wealth management services
by Tony Novak, CPA, MBA, MT
,last
updated on 12/1/2011
This article is meant as an introduction to professional wealth management services. Wealth management services are typically delivered through a 'team approach' of several advisers and include:
- Investment management expertise of a Registered Investment Adviser
- Independent, non-commissioned financial planning advice as needed
- Real estate expertise and services
- Tax return preparation
- Insurance services in all states
- Financial planning focusing on the following five areas of practice:
1. Compensation planning
2. Tax planning
3. Executive Benefit Plans
4. Health care planning
5. Utilizing technology to manage finances with greater efficiency
The overall goal of a wealth management service is to provide a more personalized and streamlined management system than is otherwise available though the retail financial services industry.
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Opinions expressed are the solely those of the author and do not represent the position of any other person, company or entity mentioned in the article. Information is from sources believed to be reliable but cannot be guaranteed. Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues or a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. Tony Novak operates as an independent adviser under the trademarks "Freedom Benefits", "OnlineAdviser" and "OnlineNavigator" but is not a representative, agent, broker, producer or navigator for any securities broker dealer firm, federal or state health insurance marketplace or qualified health plan carrier. He has no financial position in any stocks mentioned. Novak does work as an accountant, agent, adviser, writer, consultant, marketer, reviewer, endorser, producer, lead generator or referrer to other companies including the companies listed in the articles on this web site.
onlineadviser@live.com | (800) 609-0683 | Cell/Text: 856-723-0294 | www.wealthmanagement.us.com