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Holistic Advice

We believe that the most valuable service we provide is guiding clients toward smart decision-making (which can involve large sums of money) based on objective facts rather than emotion.

While there are online platforms that allow investors to manage their own money, having your own team of professional financial advisors gives you access to their collective wisdom and experience and can prevent you from getting in the way of your own success!

Respecting that each client’s financial situation is unique, we work to help you develop a healthy relationship with money and maximize your wealth.

We offer holistic investment advice and analysis of your entire investable net worth including executive benefits, stock options, retirement plans, and trust accounts. We want to have your money working at maximum efficiency to help you achieve your short and long-term goals.

Your portfolio will incorporate a variety of different strategies in order to help provide adequate diversification. It is specific to you. It reflects your tolerance for risk, investment timeline and overall goals.

Investing is a financial process requiring rigorous academic research, discipline, and attention to detail. This includes minimizing taxes and fees, and making decisions based on fact, not emotion.

MEET THE TEAM

HELPING YOU TO INVEST SUCCESSFULLY

   

   

FIDUCIARY ASSURANCE

Relevé Financial Group, an independent advisory firm, is registered with the Securities and Exchange Commission and regulated by that entity as well as by the Investment Advisor Act of 1940. We are committed to the highest standard of fiduciary responsibility, and are honored to serve you by managing your wealth.

 

FEE-BASED SERVICE

Relevé Financial Group operates as a fee-based advisory firm which allows its advisors to act objectively and have freedom from a potential conflict of interest that can arise when advisors sell financial products versus receiving a fee for service. Relevé Financial Group charges an advice fee that is a percentage of advisable assets under management and does not receive any other compensation from its custodian.

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