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A team of advisors will walk you through our simple process to deliver a wealth management plan you understand.
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Achieving high-net-worth status is a double-edged sword. You love the financial freedom it gives you, but it also requires constant management. Sure, you have a team of trusted experts to support you, but their roles and decisions all have one thing in common: you. So while you spend an exorbitant amount of time working with them, the best parts of life keep passing you by.
49 Private Wealth is here to change that.
Deliver smart, neutral advice
Lead your handpicked team of financial experts
Consolidate all financial updates
Streamline all communication
Provide all necessary oversight
Deliver centralized support
Plan with a focus on tax efficiency
Currently, you may have a team handling different aspects of your financial needs.
For example:
You may have relationships with accountants, attorneys, money managers, portfolio managers, giving experts, insurance strategists, and other consultants.
Your current client experience may involve too many contacts, which can take away from the concierge feel. At 49 Financial, we want to be the liaison between you and your financial team so you have:
one point of entry, one person to manage those relationships for you, integrating the idea of holistic and cohesive planning.
We want to ensure your goals are aligned with the way your team of financial experts operates, keeping them accountable for quality performance. You actually end up saving money by paying lower fees as you better your financial status.
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)387-0495.
