What type of clients fit best with Wings Wealth?
The clients we work with understand that progress toward their family’s goals begins with comprehensive financial planning. They want and need help taking their financial lives to a higher level and value working with a professional advisor who knows their family, their values, and their entire financial situation. Simply put, they want to be financially organized and know they have their bases covered.
Do I need to live in Charlotte to work with you?
Although our firm is based in Charlotte, you do not need to live in Charlotte or NC to work with us. We are licensed in multiple states, and our pilot clients live all across the United States. If preferred, we are comfortable working with you remotely using technology and virtual meetings.
What should I expect in a first meeting?
Before we meet formally or virtually, we will typically start with an introductory phone call. The goal for our first call and meeting is for each of us to determine if it makes sense to work together. What are your expectations? What are some of your goals? Are we a good fit?
What does it cost to work with Wings Wealth?
Depending on your financial complexity and the amount of your investable assets, we have different programs with varying services and costs. We can help you decide what standard of care best fits your family. Our goal is to deliver our Integrated Wealth Management planning process to most families for a price that is very close to what they would pay for investment management alone at one of the “big box” companies.
Is there a minimum amount of assets that I need to work with you?
Although we have no hard and fast minimums, we have found that our specialized care fits best with individuals and families that have a degree of wealth and financial complexity that warrant the time and cost necessary to meet their needs. After an initial conversation, we can match individuals and families with the standard of care that’s right for them.
Will you manage our investments?
Yes. Through our Integrated Wealth Management process, we can help you develop and implement an investment strategy that is aligned with your family’s goals, investment preferences, temperament, and comfort with risk. As your goals and needs change, we will guide you toward appropriate changes in your investment strategy.
How secure is our money and personal information?
Protecting your accounts and personal information is a top priority of our firm. Working with LPL Financial, a national broker dealer, allows us to ensure that your assets are closely monitored and secure. LPL Financial is a member of the Securities Investor Protection Corporation (SIPC). In addition, your personal information is protected with the latest in cyber security technology.
The LPL Financial SIPC Membership provides account protection up to a maximum of $500,000 per customer, of which $250,000 may be claims for cash.An explanatory brochure is available at www.sipc.org.Additionally, through London Insurers, LPL Financial accounts have additional securities protection to cover the net equity of customer accounts up to an overall aggregate firm limit of $575,000,000 subject to conditions and limitations.The account protection applies when an SIPC member firm fails financially and isunable to meet obligations to securities clients, but it does not protect againstlosses from the rise and fall in the market value of investments.
What is a CERTIFIED FINANCIAL PLANNER™ Professional?
We believe that the CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) designation is the most appropriate professional designation a Wealth Advisor can have, because they have a legal and fiduciary duty to put the needs of their clients first. Prior to sitting for the CFP® examination, candidates must have completed educational and experience requirements and have passed a background check. Further, a CFP® is required to abide by a strict code of professional conduct and complete regular continuing education requirements. More information may be found at cfp.net.
Who is LPL Financial?
Formed in 1985, LPL Financial is a Fortune 500 company and leader in financial services, serving independent financial advisors with over $1 trillion in advisory and brokerage assets (As of 6/30/21). They provide us with proprietary technology, compliance services, and investment research. More information may be found at lpl.com.