Few people randomly arrive where they want to be,
let’s discuss your plan that seeks to get you where you want to go.
About Us
Level Four Wealth Management is an independent wealth management firm comprised of a team of specialists dedicated to steering you towards financial success. We believe someone who needs financial advice does not need to purchase a product or transfer any assets. Providing objective advice is paramount for us to function as your investment fiduciary.
COMPREHENSIVE ADVICE
COMPREHENSIVE ADVICEToday’s market complexity and volatility demand specialized attention and a holistic approach to wealth management. Our team approach to financial advice helps ensure that you receive truly comprehensive advice and solutions for your unique objectives.
• Financial Planning
• Asset Management
• Risk Management
• Business Services
• Corporate Retirement Plans
• Sports & Entertainment
FLEXIBLE FEE STRUCTURE
FLEXIBLE FEE STRUCTUREIt’s your future. It should be focused on you and your agenda. That’s why we don’t work on commission or focus on asset gathering, so you can be confident that your goals are our only priorities – not selling products. Our fee only engagements are mutually determined by you and your advisor and is fully customizable. Our flexible fee structure allows you to pay only for advice you find valuable and tailored to your needs.
“We are humanizing financial advice so it’s personal, accountable, transparent, proactive and client centered.”
Edmon “Jake” Tomes - CEO
The Four Levels
The Four LevelsTo optimize your financial strength, we adhere to the Four Levels of Client Service. We will work with you to ORGANIZE your financial world, CREATE scenarios for pursing your goals, PLAN for unpredictable events, and COMMUNICATE through proactive service.
Our Services
Helpful Content
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
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What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Rightsizing for Retirement
What does your home really cost?
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?