Services

Financial Planning (Consulting)

  • Goal-based planning
  • Cash flow analysis
  • Retirement strategy
  • Long-term investment planning
  • Tax-reduction strategy
  • And morei

Discretionary Investment Advisory Services
(Money Management)

  • Selecting, trading, and rebalancing investments within client accountsii
  • Periodic investment strategy review
  • Multiple account types and investment vehicles availableii

Financial Planning

Our financial planning process begins by talking with an advisor to determine your needs and goals. 

Once we understand your situation, we can define the scope for a specific planning project together and decide on the deliverables.

Financial planning projects are delivered within 30 days from signing.

Financial planning rate: $200/hour

Discretionary Investment Advisory Services 

Not everyone wants to manage their own investments. We can help. 

We also believe clients who closely monitor their investment strategy(s), are likely to get better long-term results, even when they hire an advisor to help with routine management. Your questions are always welcome, and we take time to explain any related points you wish to understand better.

Using our investment advisory services usually begins with a discussion of existing assets or opening a new account. We can help to open and manage various accounts through relationships with third-party custodians.

Money management rate: Up to 1% of managed assets (negotiable) – annual fee, billed quarterly

Types of Accountsiii

  • Non-qualified brokerage accounts 
  • Retirement plans
    • Traditional IRA
    • Roth IRA
    • SIMPLE IRA plan
    • SEP plan
    • 401(k)
    • Profit-sharing plan
    • Defined benefit plan
    • Money purchase plan – 401(a)
  • Coverdell Education IRA (ESA)
  • 529 plans
  • Health Savings Accounts (HSA)

Investment Vehiclesiv

Wealth Team LLC can manage the following types of investments within managed accounts:

  • Stocks and Exchange-Traded Funds (ETFs)
  • Mutual Funds and Index Funds
  • Options
  • Fixed Income Securities – Corporate & Government Bonds
  • Cash investments
    • Bank CDs
    • Money Market Securities

Schedule a Strategy Session

Schedule time to talk with an advisor. Consider this session a time to see if we can handle your needs and make sure our style and services will be a good fit.

Schedule Now
or call 702-944-5237

i Financial planning in the following areas is also available: Personal net worth statements, Comprehensive risk management plan, Estate preservation, Life Insurance review.
ii Wealth Team LLC does not take custody of client assets, but works with third-party custodian(s).
iii Not all account types are available for all forms of ownership.
iv Certain investment vehicles or strategies may be limited or restricted depending on the type of account.