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Wealth Management has joined forces with one of the nation's top ranked teams through our partnership with Carson Institutional Alliance.

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Wealth Designed. Life Defined.TM

The Wealth Management Team's mission is to build meaningful, long-term relationships inspiring our clients to achieve True Wealth, free of worry and regret, through a unique combination of wealth planning, asset management and life coaching, called LIFEonomicsTM. We are one of the top wealth management firms in Little Rock, Arkansas serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Wealth Management, Inc. help you on your True Wealth journey.

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Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

 

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Sit, Stay, Rollover: A Guide to IRA Rollovers

If you have a 401(k) with a former employer, you may want to consider an IRA rollover.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite, to provide information on a topic that may be of interest. FMG Suite is a seperate entity from CWM, LLC. Investment advice offered through CWM, LLC, a Registered Investment Advisor. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment advisory services, we are currently required to limit access of the following pages to individuals residing in states where we are registered to provide investment advisory services. We are licensed in the following states:  AR, CA and TX. Rob Holdford's Arkansas Insurance Lic #25003. Brad Isroff's Arkansas Insurance Lic #265961.

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Little Rock Office
2311 Biscayne Drive, Suite 140
Little Rock, AR 72227
Phone: (501) 217-4069
Toll-Free: (877) 211-4069
Fax: (501) 217-9775
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Hot Springs Office
1801 Central Ave.
Suite C
Hot Springs, AR 71901
Phone: (501) 701-4171
Fax: (501) 701-4030
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