Clear (klîr). Free from confusion
Clear Wealth Management
Wealth management encompasses goals-based financial planning and investment management. Wealth management clients meet over an agreed upon meeting schedule to coordinate a holistic financial goal plan.
CFA's proprietary G/P/S Investing™ provides a framework for each client's personalized investment strategy. We take the time to understand and analyze your personal circumstances, including goals, investment knowledge, and tax benefits before making comprehensive recommendations for your portfolio.
Online, Virtual Guidance
If you need guidance to manage multiple investment accounts with online support.
We will utilize the same advice to choose the options in your plan that best fit our G/P/S Investing™ philosophy, and supplement your investment plan with choices in your IRA, Roth, and other accounts to complement the strengths of your 401(k) plan.
We provide recommendations for multiple investment providers and our online software ties your portfolio needs to your goals, while showing you the trade-offs and providing daily updates you should consider making to the plan.
DIY Guided Investing / Portfolio Second Opinion
You implement the plan, we provide the analysis:
» One-time review of all investment accounts
» DIY Model Portfolio recommendation
» Access to higher level oversight and use of CFA's model using Dimensional Fund Advisors funds
For clients seeking a consolidated approach to managing their own portfolio, DIY Investors may open accounts with custodians who grant CFA view-only access to your ccounts. CFA has no authority to place trades or request other transactions on your behalf.
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