Take Control Of Your
Are you considering establishing a new relationship with an independent team of wealth advisors?
Good Wealth Management is locally owned. Our priority is to provide custom and comprehensive advice to our clients. Our business is not controlled by any outside investment firm, so we are under no pressure to push “proprietary” products.
If you’re feeling less than confident about your future, having a well-prepared financial road-map will help put you in control. Financial planning pulls all your finances together, organizing them and making management easy and effective. The more you understand and better manage your wealth, the more prepared you are to achieve your goals and dreams.
Why Wealth Management?
How to Get started
Contact our office to schedule your confidential consultation. This meeting should usually last 1 hour – in person (local clients), or over the phone (for clients outside the area).
Once scheduled you will receive a reminder (phone or e mail) and a list of some documents you may want to bring.
During the meeting we will discuss the services we believe we can offer in your situation (if any), and will determine the next steps.
What’s Your Risk Tolerance?
Your risk number is like a speed limit. While you may feel comfortable driving 65 MPH under normal conditions, other drivers wouldn’t dare to reach 50 MPH. And when the weather changes, you drive slower. Just as weather conditions fluctuate, so do the markets.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Schedule a Free Consultation
Contacting our office to schedule your confidential consultation is the first step to taking charge of your financial future.
Fill out the form below and we’ll get back to you to set up a time to meet as soon as possible or learn more about what to expect from our first meeting.
Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Good Wealth Management and Private Advisor Group are separate entities from LPL Financial.
Securities Offered Through LPL Financial Member FINRA / SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.