Independence

We are independent. We accept no commissions and do not sell products. We are devoted solely to your interests. We are not a broker.

As a Registered Investment Advisor, we are obligated by law to act as a fiduciary, which means that we must always act with your best interests in mind. Unlike brokers, we won’t just make a recommendation because is it “suitable.” We embrace a higher burden.

With an independent adviser, you avoid the conflict of interest which arises when a broker receives compensation by selling you one product instead of another, or by commissions on trades in your account. We sell only our advice and service.

Wealth Management

Some investors are sophisticated. Some investors lack the time, interest or expertise to manage an investment portfolio with confidence and sustained attention. Whatever your situation, we focus on developing and managing a personalized comprehensive investment strategy that meets your unique needs. There are no gimmicks in investing which produce risk-free windfalls, despite abundant advertising otherwise.

You seek a support in maintaining and growing your legacy. You may desire a “second opinion” on your current portfolio. You may have received an inheritance or lawsuit settlement. You may want long-term investment management. We also provide short-term, even one-time, consultation and other services.

We can assist with individual accounts, corporate accounts, IRA and 401K rollovers, trusts, profit sharing, variable life insurance, charitable trusts, or children’s accounts

We pledge to be there when you need us, answering your questions and working with you in pursuit of your goals. We will treat you with respect, work as your financial partner, and educate you regarding our recommendations.

Customized Solutions

We meet you where you are. We provide personalized investment supervisory services. Our advice is based on your needs, not on theoretical models, ‘canned’ portfolios, or a basket of one-size-fits-all mutual funds. We never have custody of your money or investments.

Unlike many other firms, Ferleger Wealth Management also provides investment advisory services which go beyond percentage-of-assets fees to satisfy client needs for focused advice.

• Asset and Investment Review, including second opinions on assets not managed or maintained by Ferleger Wealth Management. 

• Targeted Consultation. You may want a “second opinion” on a one-time or periodic basis. You may have a particular question about a certain course of action, a concentrated position, or your asset allocation, for example.  We provide one-time or periodic consultation.

• Monitoring Services. Some clients do not have the time or interest to regularly monitor their investments, but still want full management responsibility. If that describes you, we provide on-going review and monitoring services of your brokerage portfolio assets and transactions, wherever they may be held.

• Referral to Third-party Managers. We will refer clients to unaffiliated third-party investment advisors/money managers who offer asset management services. Referrals are not based on any solicitor or referral arrangement between our firm and the third-party advisor.