Portfolio Monitoring

Holistic Management and Monitoring

Investment management can be customized for one account, or a combination of accounts, for a holistic approach depending on your needs. We can position multiple accounts to create a single, unified strategy.

Consolidated reporting provides an aggregate view of your total portfolio. You can quickly see how investments fare and how well they align with your long-term goals.

“When it comes to investing your portfolio, the only goal that matters is yours.”

“We want our clients to be able to go on vacation anywhere in the world and know their portfolio is being looked after and protected – and there is always someone at the wheel.”

Michael L. Green, CFP®, AWMA®
Senior Wealth Manager and
Advisory Services Analyst

A Fiduciary of Your Own

As a Registered Investment Advisor, WFWM is held to the fiduciary standard of care. Simply put, we are legally required to serve our clients’ best interests ahead of our own.

Our strategy is built on process, not products. We strive to lower client costs by selecting only from no-load and load-waived mutual funds. We also have access to more than 10,000 non-transaction fee mutual funds and over 100 commission-free ETFs through our selected independent, third-party custodian.

The WFWM Dialogue: Start One Today

Wechter Feldman