Steven Wertime, CFP   1-800-ADVISER ext. 1032         Falls Church, Virginia

   
 

Wertime Financial Services

Steven Wertime, CFP, 
Registered Investment Adviser


Office:
310 Underwood Street, Falls Church, Virginia 22046

1-800-ADVISER ext. 1032

     
    Call Steven at
    1-800-ADVISER
    ext. 1032

    Member of The 
    Financial Planning Association. 

     


 
 
Services Available:
Financial Planning 
Money Management
Tax Services
Estate Planning
Overview 
Wertime Financial Services is a fee based Independent Registered Company offering a full array of advisory services for individuals and companies on a wide range of financial products. The primary focus of the investment strategy is to utilize the growth opportunities available in the US equity, bond and money markets. 
Available Services
Financial Planning Services
Financial planning services are available based upon your specific financial situation and objectives. Services available include: asset allocation strategies, cash flow planning, retirement planning, educational funding planning, stock option exercise planning and recommendations summaries.

Portfolio Management
We begin the portfolio management process by establishing an investment policy statement that describes your goals and investment objectives. We analyze your assets and liabilities and review your cash flow requirements. We evaluate and monitor your investments and risk tolerance. We then recommend an asset allocation strategy. Once agreed, we implement and then monitor a portfolio strategy. 
Additional Information
References
References are supplied based upon the specific type of service you are looking for. 
Account Minimums 
None.
Work Hours & Response Time
Regular Office Hours are from 9 to 6 (Eastern), Monday through Friday; will respond daily.
Pricing and Fees
Fees are based upon the specific service you desire. In general, our fees for comprehensive financial planning services range from $500 to $5,000. Portfolio management fees are charged based upon a percentage of assets. 

 Call Steven Wertime, CFP at 1-800-ADVISER ext. 1032


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