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Steven
Wertime, CFP 1-800-ADVISER ext.
1032
Falls Church, Virginia
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| Wertime
Financial Services |
Steven Wertime, CFP,
Registered Investment Adviser
Office:
310 Underwood Street, Falls Church, Virginia 22046
1-800-ADVISER ext. 1032
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Call
Steven at
1-800-ADVISER
ext. 1032
Member
of The
Financial Planning Association.
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Services Available:
Financial
Planning
Money Management
Tax Services
Estate Planning |
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Overview
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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. |
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Available
Services
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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.
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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.
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Information
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References
References
are supplied based upon the specific type of service
you are looking for.
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Account
Minimums
None.
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Work Hours & Response Time
Regular
Office Hours are from 9 to 6 (Eastern), Monday through Friday; will respond daily.
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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.
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Call
Steven Wertime, CFP at 1-800-ADVISER ext. 1032 |
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Click Here to
go Back to the 1-800-ADVISER Home Page |
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