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Taking stock. It has often been said that one should periodically take stock of their situation. This is particularly true when it comes to your investments. Elliott Davis Wealth Management, LLC (EDWM) is pleased to help you take stock of your financial situation.
"If you don't know where you are going, then any road will take you there."
Many investors do not have a clear picture of their portfolio. Oftentimes, this comes from lack of planning. EDWM was established to help people create, implement and understand their investment strategies.
Our investment expertise, combined with our in-depth knowledge of your financial situation as well as relevant income, estate and gift tax laws, truly gives us a unique perspective to provide comprehensive solutions. EDWM has grown as clients have come to recognize the synergies that result from having your accountant and investment advisor work closely together. Because we continually look for ways to add value to our relationship with you, we developed the Taking Stock analysis.
With the EDWM Taking Stock analysis, you receive:
- A current asset allocation chart specific to your holdings.
- An investment analysis which examines each of your holdings for past performance, risk, security overlap, sector weighting, and cost.
- A one- hour investment review and planning session.
To Take Stock of your situation, we need from you:
- Statements for your various accounts
- Personal financial statement, if available
Taking Stock is an invaluable exercise to help you determine if you are on the right track to achieving your financial goals. However, it is more than just a tool- it can be the roadmap for your future peace of mind.
To contact our Wealth Management team, click here.
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