WCM Wealth Management Works in a Fiduciary Capacity
As new rules and regulations begin to take effect, the principals of WCM Wealth are prepared to meet with individuals and companies who may have been abruptly dropped by their brokerage firms and plan managers, and those who are looking for investment advice.
Affiliated with Williams, Crow, Mask, LLP, Wealth Management provides the most independent advice possible and as such has always operated as a fee only service provider.
“We put our clients’ needs first,” explains Kelly Compton, Chief Investment Officer, WCM Wealth. “Because WCM Wealth has always worked as a fiduciary for our clients, the new regulations do not change the way we do business.”
Services of WCM Wealth include:
- Assistance in reviewing current investments
- Analysis of financial situation and goals
- Asset allocation
- Construction of an investment policy statement
- Recommendation and implementation of investment strategies and appropriate portfolio of investments
- Personal financial planning
For more information or to schedule an appointment, Kelly can be reached by calling 210- 684-1071 or online http://wcmtexas.com/contact-us/.
WCM Wealth Management is a separate entity affiliated with Williams, Crow, Mask, LLP. Wealth Management is a Registered Investment Advisor with the State of Texas. In order to provide the most independent advice possible, we are a fee only service provider.
WCM Wealth Management is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale for purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed.