Advisory services offered by First Choice Wealth Management, LLC

Financial Chart

Investment management is our specialty and our passion, but we're not just stock and bond people. We don't drop you and your very specific investment needs into a model portfolio. Instead, we work with you to design a custom portfolio with a dynamic asset allocation. We don't have minimums and we charge a single flat management fee. 

Get the attention of an independent advisor with the protection of a stalwart custodian. We chose TD Ameritrade to custody our assets because of their commitment to the safety and security of our client's accounts.

Investment Management

Our Process

ASSET ALLOCATION PROPOSAL

Portfolio composition starts with a detailed analysis of your goals, time-horizon and appetite for risk. We don't take your money and drop it into one of a handful of models. Your asset allocation is hand-built by your advisor with your input. 

IMPLEMENTATION & MANAGEMENT

After we've agreed on the best portfolio mix for you, sit back, relax and let your advisor do the work. We use time-honed strategies like dollar-cost averaging to intelligently place your portfolio into a well-diversified mix of investments. 

CONSISTENT COMMUNICATION

We don't disappear after your funds are deposited. Expect to hear from us on a regular basis to check in on performance & our economic outlook. In the meantime, view your accounts 24/7 on our Client Portal.

Get in Touch

888-545-4746

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