Personal Wealth Management
Our approach is cost-effective and tax-efficient. As an independent investment advisor, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your values, your preferences and your goals. It will be designed to account for change, in the markets and in your circumstances.
What Sets Us Apart?
- Objectivity: We're not a securities broker-our revenue comes strictly from account management fees, never sales commissions. We have fiduciary legal obligation to each client.
- Service: When you partner with us, you'll receive prompt, personalized attention from a dedicated financial specialist.
- Retention: ClientFirst has very high client retention. We concentrate on client satisfaction and on building long-term relationships.
- Value: Our fees are very competitive and with our a la carte services, you'll only pay for the services you need. At ClientFirst Wealth Management, LLC., you'll work directly with your portfolio manager instead of marketing personnel. This direct interaction eliminates unnecessary expenses, and the significant savings are passed on to you.
- Expertise: Founder and senior portfolio manager Edward Mahaffy has over 33 years of investment experience and oversees each portfolio.
- Flexibility: Although ClientFirst offers account custody through Raymond James, our clients hold their securities anywhere they wish.
A Proven Process
Successful planning must be an ongoing process.
- Analyze: To get started, we'll meet with you to discuss in depth your current situation, your present and future needs, and your long-term objectives. We'll also explore your personal philosophy about saving, spending, and investing.
- Develop: Based on our discussion, we'll prepare a customized plan designed to help you achieve your goals within the level of financial risk that's most comfortable for you.
- Implement: We'll launch your investment plan, putting your money into action.
- Monitor: We'll continually monitor your portfolio and consult with you regularly. As your circumstances change and the markets fluctuate, we'll discuss investments alternatives and adapt your plan as needed.
A Focus on Partnership
Our approach to planning and investment management is straightforward: We focus on becoming your partner in building the future you desire. As we work together, we'll thoroughly explain the investment strategies we recommend, so you'll always be comfortable with all aspects of your investment program.
As your professional partner, we'll work hard to earn your trust and confidence, and provide the advice and service you deserve.