Clients

We service all clients investment needs including Roth IRA’s, IRA rollovers, Lump-Sum Retirement Distributions, Dollar Cost Averaging Investment Accounts*, etc. Our clients range from children’s education accounts to parents regular investment accounts to seniors retirement saving accounts. Wealth Advisory Ltd.’s clients are of varying size and have a wide variety of investments. From the beginning to the end, every client is important to us.

Specialty Markets Education Accounts - Wealth Advisory Ltd. will assist the parents in providing for the childs education costs early on in years with long range planning.

Widows - Wealth Advisory Ltd. has experience in meeting the needs of the widow that has been suddenly left a significant estate or who has not had the exposure and experience in dealing with financial matters.

Baby Boomers - The firm helps the Baby Boomer client that is seeking long term guidance in meeting a host of financial objectives.

Elder Care Market - Children of aging parents seeking guidance in controlling parent’s assets and maintaining elderly parent’s lifestyles.

High Net Worth Individuals - The firm will offer a menu of money managers which will provide excellent service and reporting with our guidance.

Privately Held Companies - Wealth Advisory Ltd. offers the opportunity to establish pension, profit-sharing and 401 (k) plans, as well as, other financial services including guidance with buy-sell agreements and providing the necessary underlying insurance.

*Dollar cost averaging ("DCA") does not assure a profit and does not protect against loss in declining markets. Since such a plan involves continuous investment in securities regardless of fluctuating price levels of such securities, an investor should consider his or her financial ability to continue his or her purchases through periods of low price levels.