Meet Your Wealth Management Team
Building a relationship that lasts.
Our investment philosophy is to construct diversified portfolios using a core satellite approach of active and passive investments to help manage risk while seeking to control cost and tax efficiencies. We believe this allows us an effective way to capture market returns while being mindful of expenses.
With Levy Wealth Management Group, you are never in the dark. We meet with you regularly to go over your financial plan and review new opportunities. We review where we are now and where we are going.
From the portfolio managers to the administrative team, our advisors constantly work together to make sure that your needs and expectations are being met. Together we build a meaningful relationship focused on your values.
Advisors On Your Side
At the center of our wealth and investment management process is our investment committee, which regularly discusses trends that could affect portfolios. We review opportunities and mitigate risk in line with your custom strategy.
Your Financial Steward
We are committed to working diligently in the best interest of our clients. As such, we follow the Certified Financial Planner (CFP®) Code of Ethics and Standards of Conduct. A CFP® professional must:
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