Business, Legal & Financial
As fiduciaries, we are bound by a strict fiduciary standard,meaning that we are obligated to maintain the highest ethical standards in the industry and to work only on our clients' behalf. As part of this standard, we receive no commissions on products, ensuring that every recommendation we make is void of any conflict of interest. Sales representatives, manufacturer representatives, sales agents, trade agents are needed for Private Wealth Consultants Ltd.
Private Wealth Consultants has been named one of the "500 most exciting businesses" in Northwest Ohio and the "best in the business" by Business Venture Magazine,Registered Rep Magazine, and Investment Advisor Magazine.
At Private Wealth Consultants, we provide highly personalized, fee-only wealth management services, with the primary goal of protecting the assets of the ultra-affluent. We believe that the accumulation and protection of your assets is a continuous cycle. To be successful, it is vital to consistently re-evaluate the current landscape, seek new opportunities, and look toward the future.
While our approach may not take advantage of highly publicized “get rich quick” techniques that attempt to play the market to the investor's advantage, we firmly believe that the combination of conservative investing and active management garners the most consistent and reliable return on investment. Our approach stresses portfolio protection rather than instant gratification. Rather than simply reacting to fluctuations in the market, we believe in consistently monitoring your portfolio and making careful adjustments that keep your overall financial picture in the forefront of the decision-making process.
To achieve your financial objectives, we'll work together, taking the time to get to know you personally, to understand your specific needs and concerns, and to identify your financial goals. From that point on, everything we do will be focused on helping you achieve your life-long financial plan.
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