✔ Financial Planning
✔ Investment Selection
✔ Asset Allocation
✔ Risk Management
✔ Income Generation
✔ Tax Considerations
✔ Education
✔ Manage Stress and Emotion
✔ Avoid Costly Mistakes
✔ Strategy Options
✔ Peace of Mind
✔ Ease of Contact and Quick Turn Around
✔ Time Savings
✔ Coordination with Other Professionals
✔ Personalized Services
✔ Investment Monitoring and Reporting
✔ Spousal Involvement
✔ Multigenerational Planning
✔ Engagement of Children
Our expertise ranges from comprehensive wealth management, to insurance solutions and more. Click for the entire list of our solutions below.
Solutions
Yes. Mark and Tim have elected to sign Fiduciary Pledges and thus must act as a Fiduciary when advising clients.
Yes. Cloverly Wealth Management has selected Charles Schwab & Co., Inc. (“Schwab”) as primary custodian for our clients’ accounts. We chose to custody assets at Schwab for a series of reasons with safety as our top priority. Schwab is an $8 trillion industry leader that has consistently received accolades for their satisfaction and security. You can read more here.
Main Street Financial Solutions or MSFS provides compliance and operations oversight as well as industry expertise and capital. Their network monitors our activity to ensure we are acting in your best interest and appropriately disclosing all material facts.
We practice and strongly believe in the Fee Only model, which means we only accept payment from clients for advice, guidance, and investment management. This allows us to sit on the same side of the table as you and to eliminate conflicts of interest to the best of our ability.
Frequency depends on your preference. Studies show clients prefer to be contacted ~3.5 times per year, but we are flexible on your schedule. Some clients request frequent contact and others prefer a needs basis. We are currently located in Bala Cynwyd and welcome you to our office or we can meet via digital platforms and phone.
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