Build and maintain long-term wealth.
Our wealth management services are designed to protect, grow, and utilize our clients’ wealth. Our holistic approach encompasses all aspects of our clients’ financial lives, including investment management and financial planning services.
At Endeavor Wealth Advisors, our process begins and ends with you. We review and consider your financial circumstances to provide an informed framework for decisions. We develop a personalized investment policy designed to invest your portfolio to meet your long-term financial goals.
Our wealth management services include:
- Proactive and ongoing asset management.
- Detailed analysis of current investment portfolio.
- Development of a specific asset management strategy.
- Personalized consultation to define your unique goals and risk tolerance level.
- Initial financial plan that is updated periodically.
- Consolidating accounts and ensuring proper titling.
- Updating beneficiary designations.
- Unlimited email and telephone communications, in addition to periodic review meetings, in person or virtually.
- Fees are calculated as a percentage of assets under management.