I think you'll see more advisors move in this direction in the coming years, because it truly is the most unbiased way to provide wealth management advice and service to discerning investors
Minneapolis, Minn. (PRWEB) July 30, 2008
Schwarz Dygos Wheeler Investment Advisors LLC (SDW) announces the launch of their full-service wealth management firm. SDW believes that its independent asset management approach is the right choice for prudent investors seeking a carefully managed portfolio.
The firm strives to provide the highest quality of service for each of its clients by focusing on fewer high net-worth clients. "Each of us worked at national financial advisory firms prior to launching SDW," says managing member Benjamin Wheeler. "Now we are able to provide more personalized service as independent Registered Investment Advisors. We don't focus solely on asset accumulation; we also work with clients when they start to spend their assets in retirement. Both stages are equally important and deserve equal attention and care."
The partners' transition from registered representatives at a broker/dealer to Registered Investment Advisors is the key advantage for clients who work with SDW. "I think you'll see more advisors move in this direction in the coming years, because it truly is the most unbiased way to provide wealth management advice and service to discerning investors," says managing member Joe Schwarz.
While the firm focuses on personal service, they recognize that investors are also looking for solid returns. "Our investment selection process is an open book to investors. No one likes surprises when it comes to their investments, so we include our clients in the process and keep them informed of outcomes on a regular basis," says managing member Stephen Dygos.
"The mission of the firm is to deliver quality service and financial returns for our clients. We serve our clients based on their needs and their goals for themselves and for their family," Wheeler stated.
For more information about the service provided by Schwarz Dygos Wheeler Investment Advisors LLC please visit http://www.SDWIA.com