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Are you in RETIREMENT COUNTDOWN? If you are from age 45 to 60, you are in what we call "Retirement Countdown". They are vital years in building your wealth. We focus on securing the means for you to create an abundant and fulfilling retirement. Or already in Retirement? If you are in retirement, you have special considerations. Most likely, your major concern is that you don't want to outlive your nest egg. Put another way, you want your investment portfolio to provide for you the rest of your life. We work hand in hand with you to design a portfolio to provide income as you need it. Many of our retired clients have monthly eletronic transfers directly from their investment accounts into their checking account. We are happy to set up services like this for you.
Our goal for you during retirement is quite simple: relax, enjoy, and leave the burden and worry of managing your assets to us, because that's what we do and we do it well.
Our typical client has from several hundred thousand to several million dollars under management with us. Quite often, a retirement account such as an IRA rollover, SEP/IRA, or pension plan is the primary asset we manage along with other personal and trust accounts. Our account minimum is $100,000. Accounts are custodied at TD Ameritrade Institutional (TD Ameritrade Institutional, a divison of TD Ameritrade, Inc., member FINRA/SIPC is an independent and unaffiliated brokerage firm that provides our advisory clients with securities custody and execution services).
EWM never takes possession of or comingles funds with any client account. Your funds are always held in your own name in an SIPC insured account (details of insurance available upon request; insurance does not protect against loss due to fluctuations in market value).
Client references are available upon request. You are invited to inquire about our services by calling or emailing us. It is our pleasure to offer you a complimentary one hour consultation to explore how you can benefit from a relationship with EWM. We look forward to meeting you. (Simply click the "Contact Us" link above.) |
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Our Clients |