WealthRIA will work with you to achieve your goals by:
Personal Consultation
In consultation with you, your WealthRIA advisor identifies your Investor Profile based on six key factors: time horizon, net worth, savings rate, risk attitude, investment knowledge, and money values.
Investment Proposal
WealthRIA then generates an Investment Policy Statement (IPS) based on your Investor Profile. Your individualized IPS is designed to maximize returns relative to your risk tolerance.
Portfolio Implementation
WealthRIA invests the assets in strict accordance with the IPS.
Performance Reporting
WealthRIA provides you with a comprehensive reporting package that includes portfolio performance and information for the quarter.
Rebalancing
Continuous monitoring ensures that your portfolio remains in compliance with your IPS. WealthRIA periodically rebalances the portfolio back to the original guidelines, if that is your goal.
Regular Communication
Your circumstances may change over time, bringing new opportunities and challenges. Your WealthRIA advisor will communicate with you regularly to provide ongoing financial advice.
ADVANTAGES
A financial advisor’s role is to design and implement a financial plan based on your time horizon, your investment objectives, and your ability to tolerate risk. There are many vehicles available to help you reach your financial goals. With WealthRIA, YOU are in the driver’s seat with a coach by your side!
ABOUT US
Wealth Resource Investment Advisors (Wealth RIA) is boutique Registered Investment Advisory Firm dedicated to helping high-net-worth individuals and companies manage and increase their investment portfolios. We take our fiduciary duty to our clients seriously, which means we provide useful investment advice that protects our clients' best interests.
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Wealth RIA
1423 S. Higley Rd Ste 128, Mesa, AZ 85206 Direct: 480-681-1400
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Warranties & Disclosures:
There are no warranties implied.
Wealth Resource Investment Advisors LLC (WealthRIA) is a registered investment adviser located in Mesa, Arizona, United States of America. WealthRIA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WealthRIA’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WealthRIA’s web site on the Internet should not be construed by any consumer and/or prospective client as WealthRIA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by WealthRIA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of WealthRIA, please contact the state securities regulators for those states in which WealthRIA maintains a registration filing. A copy of WealthRIA’s current written disclosure statement discussing WealthRIA’s business operations, services, and fees is available upon written request. WealthRIA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WealthRIA’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
