The financial flexibility to pursue the things you’re passionate about with the people you care about.
Our team of advisors can help you answer the most pressing questions:
Unlike a roboadvisor or non-fiduciary, we take the time to consider your situation and offer advice that is specific to you.
We’ll help you figure out where you are, what the next steps are and when you’ll reach your milestones.
We'll meet regularly to review your investments, and keep you informed about how we're working to help you achieve your goals.
Work with authentic people you trust and enjoy meeting with regularly.
Gain clarity of your financial situation as we create a plan and implementation roadmap to help you achieve your goals.
The confidence that you’ll get to do the things you love with the people you love and reassurance when faced with the unexpected.
Planning for retirement alone can feel
daunting. And finding a trusted
advisor is even more difficult.
We understand and we’re committed
to helping you achieve what’s most
important to you.
Not sure which program is right for you? Click the button below to take our quick assessment that will help you decide which service
is right for you.
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.