The number one goal of most wealth management services companies is to sustain and grow wealth. The relationship between a Graham Capital Advisors’ wealth manager and a client is built on mutual trust and understanding of the sound investment strategies tailored to the client that will result in a secure, healthy and robust financial future.
The Graham Capital Advisors wealth management services incorporate all of the resources available at the company including, but not limited to, the following:
Your personal wealth manager will first consult with you to review your current investments, assets and legal documents. Once an analysis is completed, your manager will tailor strategies specific to you and designed to provide you with lifelong financial security. Monitoring your wealth management strategies is ongoing and when changes are needed or when new opportunities to maximize investment potential come along, your wealth manager will consult with you offering information, guidance and advice on the recommended investment modifications.
David Graham, founder of Graham Capital Advisors is one of only nine Master Certified Estate Planners in Florida. His focus and that of his entire team of certified advisors is helping customers plan for their future. Consultations are provided free of charge for all of our services such as retirement planning, estate planning, and wealth preservation. We also offer a free download of the book “Stress Free Retirement” written by renowned author Patrick Kelly providing six simple instructions to prepare for retirement. This book is a must read if you are planning for your retirement.
To learn more about the Graham Capital Advisors wealth management services in Tampa, St. Petersburg, Clearwater, Brandon, Sarasota and the neighboring regions, contact one of our courteous associates today.