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We’ll help you get your financial house in order with our simple, comprehensive process.
No matter where you are in your financial journey, we can help you reach your goals.
Foundations will help you untangle the essentials first. Through a series of three levels, we’ll help you kick-start your financial journey with a clear understanding of your credit cards, budgeting, and savings.
Our FCU paints the bigger picture. We’ll help you identify and manage potential risks. In a four-meeting process, we will develop a financial plan, including an asset map that leaves you with a complete plan to reach important milestones.
Whether you’re retiring now or in 5 to 10 years, we’ll advise you on generating an income from your savings, using distribution strategies and legacy planning to help you do what you love with and for those you love.
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.
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.
We get paid a percentage based on how your assets grow. For non-investment management accounts, we may have a commission structure with the provider. You do not need to write a check.
For our asset-management accounts we custodian through Scwhab.
Yes. Various investment partners provide tailored statements for your accounts.
This is dependent on your investment amount and the types of accounts you open with us. As a part of our meeting process, we walk through all of our fees and how we get compensated so there are no surprises.
To act as a fiduciary means we prudently take care of your assets. It is reliant on an ethical relationship based on trust.
49 Financial does comprehensive planning that includes all areas of financial wellness and therefore may have a broader focus than just a standard investment relationship.
Absolutely! We help folks at varying stages of saving for retirement and investing.
Our advisors will work with you to rollover or transfer accounts as appropriate.
Yes! Your advisor will support you, no matter what your level of commitment is to actively managing your investments.
All of our advisors are licensed in their appropriate areas of focus to serve you comprehensively.
We offer investment management, insurance, and comprehensive financial planning. We tailor our service offering to meet your specific needs. Some clients may need more focus on estate planning and tax planning, whereas others may want to focus strictly on investment management.
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.