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Planning for Wealth, LLC

Planning for Wealth, LLC

Fee Only Wealth Management firm in Louisiana

  • Who We Are
    • Meet Our Team
    • Our Sister Company
  • What We Do
    • Investment Management
    • Financial Planning
  • Educational Resources
    • Financial Topics
    • Financial Calculators
    • Helpful Links
  • Get in Touch
  • Client Center
    • Schwab Login
    • Financial Dashboard Login

Investment Management

 

Invest with Purpose

Planning for Wealth works with each client to determine a model or customized portfolio that is designed to help the client work toward their financial goals and objectives (the purpose of the investment). Model portfolios will be customized to your financial situation taking into consideration your limitations or restrictions, the market and economy at the time and your financial situation, goals and objectives.

We will design and implement a disciplined, long-term investment strategy that is sensible, logical, and cost-effective to develop and maintain through the years.

We use an investment platform composed of:

  • Mutual Funds
  • Exchange Traded Funds (ETF’s)
  • Individual Securities
  • Separately Managed Accounts

You will receive:

  • Discretionary Investment Management
  • Portfolio construction aligned with your goals, risk tolerance and time horizon
  • Monitoring and Portfolio Maintenance
  • Periodic Rebalancing
  • Quarterly Performance Reports
  • Annual Review Meetings
  • Unlimited virtual meetings, emails and phone calls throughout the year, as needed.

Investment Management Fee: Asset Based Percentage Fee



Contact us for a complimentary portfolio review.

Schedule a Meeting

1900 Roselawn Avenue
Monroe, LA 71201

383 Highlandia Drive
Baton Rouge, LA 70810

Monroe: 318-340-0324
Baton Rouge: 225-938-0608
info@pfwllc.com

Schedule a Meeting

Who We Are

  • Meet Our Team
  • Our Sister Company

What We Do

  • Financial Planning
  • Investment Management

Educational Resources

  • Financial Calculators
  • Helpful Links

© 2022 Planning for Wealth
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