Meet Your Wealth Management Team
Building a relationship that lasts.
Our investment philosophy is based on what decades of peer-reviewed financial studies and evidence demonstrates to be the most effective way to capture market returns.
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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