- WHO IS WWK WEALTH ADVISORS?
- WWK Wealth Advisors is a Fort Worth based advisory firm that assists families in applying a prudent business-like process to making financial decisions and managing investment assets. WWK has assembled an ensemble advisory team to approach your situation in a business like manor.
- WHO IS YOUR TYPICAL CLIENT?
WWK Wealth Advisor works with individuals and families focused on making the most of the one life they have. WWK clients want a trusted advisor to help guide their family in achieving the things in life they care about most.
- WHAT DO YOU MEAN BY PRUDENT FINANCIAL COUNSEL?
Prudent Financial Counsel begins with understanding your family’s priorities, concerns, resources and structure. From this understanding we provide you an objective framework to make prudent financial decisions that are in line with your family’s ever changing priorities and goals. Prudent Financial Counsel is not product or investment driven. It is focused on assisting you in making financial decisions that are in line with what you care about most.
- WHAT IS A FIDUCIARY?
A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the financial advisor is required to act with undivided loyalty to the client. This includes disclosure of how the financial advisor is to be compensated and any corresponding conflicts of interest.
- WHAT IS A CERTIFIED FINANCIAL PLANNER® AND WHY IS IT IMPORTANT?
CERTIFIED FINANCIAL PLANNER® Practitioners maintain the highest designation and standard of recognized excellence in the financial planning industry. Every Certified Financial Planner® Practioner must take and dutifully honor an oath to honor the highest industry ethics and is responsible to always do what is in the best interest of the client. For more information, please visit www.cfp.net.
- HOW DO I KNOW MY MONEY IS PROTECTED AND SECURE?
Securities regulations protect your securities when you keep them at a broker/dealer. The Securities Exchange Commission (SEC) and SIPC were created to protect your assets in the event member broker/dealers fail. Knowing that you are with a financially stable firm is your best assurance. Regulators and independent auditors periodically review firms’ financial records to ensure that clients’ assets are accurately tracked and held separately from a firm’s own holdings. See www.sipc.org for more information.
- WHO IS LPL FINANCIAL?
LPL Financial is the custodian of client assets managed by WWK Wealth Advisors. They are one of the leading financial services companies and the largest independent broker/dealer in the nation*. For more than four decades, the firm has served as a partner, supporting financial advisors in their goals of protecting and growing their clients’ wealth. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best — help their clients attain their financial goals and fulfill their dreams.
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because they offer no proprietary products, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations. For more information about LPL Financial, visit www.lpl.com.* AS REPORTED IN FINANCIAL PLANNING MAGAZINE 1996-2010, BASED ON TOTAL REVENUES.
- HOW DO YOU PREVENT CONFLICT OF INTEREST?
Because WWK Wealth Advisors is a fee-based firm, our fees are clear and transparent to our clients. Where there are potential conflicts of interest, they are disclosed and discussed.
- HOW DO WE GET STARTED?
We begin by having a conversation: A conversation to define what your present concerns are and your family’s financial priorities. Then we will assess how, if at all, we would be able provide you financial counsel or asset management to achieve what you care about most.
- HOW DOES WWK WEALTH ADVISORS SELECT INVESTMENTS?
WWK Wealth Advisors has an old fashion view of investments. Investments are meant to preserve and grow capital over time. Each client portfolio is built within the context of each client’s financial profile, timeframe and risk profile to work towards their identified family priorities. WWK Wealth Advisors use internally developed models which use countless independently sourced strategists and research.