We had the opportunity to visit with Scott Kubie, Senior Investment Strategist with Carson Group, and get his thoughts on the economy, the markets, and the world in a post-COVID-19 environment.Read more
Advice in Common Language
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.
At Wealth Management Inc., we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our disciplined investment management process is driven by our team of research analysts and our Investment Committee. Learn More
We may not know what is to come, but our firm can be sure you are proactively preparing for unexpected events. Learn more
Not sure how to save money on your taxes? Learn more
Personalized Wealth Management
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.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Headquartered in Little Rock, Arkansas, Wealth Management, Inc. is dedicated to providing you with the highest level of service and delivering trust, transparency and accountability. Contact us today and experience the difference.
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