Don’t Just Plan, Implement Your Financial Plan

It all works together

At Financial Gravity, we believe financial planning, wealth management, and risk management should work hand-in-hand with your tax planning and business strategies. That’s why we’ve designed our wealth solutions to work synergistically with our broader suite of offerings.

Unlike traditional brokerages that make money from each transaction, or companies that typically sell a limited set of financial products, we are an independent financial advisory firm. That means we can address your wealth management needs holistically by developing strategies that address all aspects of your investments. Our wealth practice uses leading edge analytic tools, portfolio management platforms, and the most diverse set of financial investment vehicles available. It’s a unique 360-degree approach that’s centered on your success.

Wealth Operating System Implements your Financial Plan

The Wealth Operating System is designed to maintain and implement your financial plan.

It includes a long list of benefits and services designed to get you from where you are to where you want to be. Face it, most plans go unimplemented, and that’s why the Wealth Operating System is designed and priced to put implementation within your reach. A plan is only a roadmap. And your roadmap is the Wealth Blueprint™. Implementation puts you in the car and on the road to attaining your goals, with us as your trusted navigator and advisor, and portfolio access and insights are available 24/7 via one of the most sophisticated, reliable, and user friendly technology platforms in the industry.

There are no hidden fees or daily calls from some sales broker trying to get you to buy or sell a financial product so “they” can earn a commission.

THIS SOLUTION INCLUDES:
  • Wealth Blueprint (PortfolioGPS Advanced Financial Plan or Foundations Basic Plan)
  • Annual and quarterly face-to-face meetings to review progress and performance
  • On-Demand Advice (phone/email)
  • Discounted Tax Return
  • Free Tax Return if AUM greater than $500,000
  • Activation and setup of all Wealth Management online platforms and portals for you to access your investment performance at any-time
  • Charitable Tax Strategies
  • Management of all paperwork and signatures to execute the plan
  • Regular education sessions including webinars, live events, newsletters, and other publications

Are you ready to implement and maintain a financial plan?–simply schedule a free no obligation talk or send us a message over live chat!

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FINANCIAL GRAVITY WEALTH IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES PRODUCT, SERVICE, OR INVESTMENT STRATEGY. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.