Pearl Wealth Advisors is an independent, fee-only, boutique wealth & investment management firm servicing high net worth individuals, families, and small businesses. Clients value our independent thinking, perspective, attention to detail, top notch customer service, and commitment to the success of their future. Clients also value our ability to integrate with other advisors such as CPA’s and attorneys to provide a full suite of solutions to meet their needs. We have maintained 100% client retention year over year because of our ability to personalize client service and advice, translate qualitative goals into quantitative solutions, follow academic models while overlaying our own independent thought process, and more importantly advise on their entire portfolio not just the portion under our care (which is usually 100%) – we are true partners to our clients.
While our annual advisory fee is based on Assets Under Management, it also covers the following services:
- 401(k), 403(b), 457 & IRA Rollovers
- Pension Analysis
- Stock Options Analysis
- 10b5-1 Trading Plans
- Options Strategies
- Liquidity Events: Private sales, IPO, Inheritance etc.
- Quarterly Reviews
- Open Door Policy
- Coordination with Specialists: CPA's, Attorneys, Advanced Planning Groups**
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Strategies
- Tax Strategies
- Estate Planning & Wealth Transfer
- Charitable Trusts** and Philanthropy
- Trust Administration Services**
- Life Insurance*
- Disability Insurance*
- Long Term Care Insurance*
- Liability Management
- Credit & Lending**
*There may be additional costs charged by unaffiliated 3rd parties.
**External specialists are not employed by Pearl Wealth Advisors or its affiliates and may charge fees of their own. There is no compensation received for recommending these specialists.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Pearl Wealth Advisors does not provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.