Does the person selling high priced funds and annuities need it more than you? I would probably bet that those who are selling these products won’t even sell them to their own family members. Think about it next time you sit with “your trusted adviser”. Why are you being sold a product that they wouldn’t buy for themselves? If I wouldn’t buy it for my account, I will not buy it for my clients account. It’s very simple; my interests are my clients’ interests, it’s that black and white.
Our Goal at R. Seeger Wealth Management is to create a portfolio based on client's risk tolerance and time horizon with a degree of transparency.
The Mission of the firm is to enhance the financial success of its clients giving them more time to do what’s really important in life, spending time with loved ones and family.
We believe in a tactical approach to strategic management. Investment management takes a strong discipline, and sometimes changes need to occur. Let us make the difficult decisions for you.
Why R. Seeger Wealth Management?
We are NOT….day traders, market timers, speculators, option traders, sector traders, commodity traders, stock brokers, wholesalers, commissioned brokers, or the like.
Today’s investors need to understand how their money is being spent. We are a “fee only” based firm that will explain in detail the transparency of our investment choices. Our research capabilities allow us to choose from a wide array of fund families that fit your goals and suitability. We do not act as a fiduciary or custodian; assets are held at larger brokerage houses, such as Charles Schwab. We do not transfer any cash from your account; however the account will be debited management fees on a quarterly basis which are previously authorized, negotiated and agreed upon by you and R Seeger Wealth Management. We do not charge commissions and we will not intentionally direct you to front-end loaded funds, or funds that carry trailers. You will receive monthly statements directly from the fiduciary/custodian detailing all assets and activity in your account on a monthly basis. Also, you will have the option to view your accounts online at anytime (24/7) to review your positions, history, and activity.