Efficient Wealth Management is a leader in cost efficient financial planning and investment management. We have developed cost effective strategies for managing the wealth of investors, both small and large. We believe costs do matter. We think it is our professional duty not only to deliver planning services to our clients, but also to do so efficiently and to ensure maximum value is received. We believe that great advice should not be the domain of only the very rich. It should be available to all.
Efficient Wealth is focused on the client and their needs and not on the advisor or the investments. We are mostly alone in recognizing that the organization of the industry into mutual fund dealers, brokers, investment counsels and portfolio managers leaves investors often trapped in the wrong segment as they grow or their needs change. What mutual fund salesman wants to suggest that it’s time you left them and moved on to where your needs would be better met? How many brokers are suggesting it’s time to move to an individual counsel and gives up the revenue?
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