Changing the way financial advice is delivered.
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Few people randomly arrive where they want to be, Let’s discuss a plan that will get you where you want to go.
FLEXIBLE FEE STRUCTURE
It’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.
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COMPREHENSIVE ADVICE
Today’s market complexity and volatility demand specialized attention and a holistic approach to wealth management. A team approach to wealth management helps ensure you receive truly comprehensive advice and solutions for your unique objectives.
- Financial Planning
- Asset Management
- Insurance Planning
- Business Planning
- Corporate Retirement Plans
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THE FOUR LEVELS
To 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.
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FLEXIBLE FEE STRUCTURE
It’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 tailored to you. You only pay for the planning services and expertise you request.
“We are humanizing financial advice so it’s personal, accountable, transparent, proactive and client centered.”
Edmon “Jake” Tomes - CEO
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.
