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We start by asking questions to get to know you and understand what's
most important.
Our team will create a plan that outlines how to accomplish the goals you've shared.
Based on the plan you've outlined, we'll propose recommendations to help you get there.
Our trusted process is designed to bring clarity to individuals and families, specifically tailored towards:
I’m a business owner or executive looking to manage investments and grow assets.
I’m looking to protect the wealth I’ve built while continuing to build a secure financial future.
I’m looking to preserve my legacy for future generations and maintain my financial health.
Retirement Projections
Tax Mitigation Strategies
Distribution Planning
Insurance
Estate
Planning
Retirement Accounts
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Investments
49 Solutions
Looking to get started with foundational planning? Our 49 Solutions Team can help with investment management, estate planning, and life insurance needs.
Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC (“49WM”), an SEC Registered Investment Adviser. 49WM does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel.
This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)241-7341.
These materials have been independently produced by 49 Financial. 49 Financial is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. 49 Financial provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
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At 49 Financial, we take pride in providing comprehensive and personalized support to clients across the spectrum of financial circumstances. Our Solutions program is designed for clients that have $250,000 or less of investable assets.
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