Freedom First Wealth Management's advisors can assess your financial situation, review your investment goals, and develop custom-tailored wealth management strategies that help you pursue those goals.
Our mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for pursuing those goals
- Ongoing advice to help adjust their roadmap when their needs change
Schedule a no-cost, no-obligation appointment with our Wealth Management team today!
Financial Planning- Advanced Planning
- Business Financial Planning
- Corporate Benefits Review
- Charitable Giving
- Divorce Care
- Education Funding
- Elder Care Planning
- Healthcare Planning
- Multi-generational Planning
- Personal Financial Website
- Pension Valuation
- Social Security Maximization
Private Client- Comprehensive Oversight
- Concierge Service
- Family & Entity Governance
- Family Philanthropy
- Foundation Planning
- Credit Structuring
- Custom Financing Solutions Advice
- Advisory Board Meeting Coordination
Portfolio Analysis- Portfolio Investment Strategy
- Volatility & Risk Assessment
- Asset Allocation Models
- Capital Preservation
- Income with Capital Preservation
- Income with Moderate Growth
- Growth with Income
- Growth
- Aggressive Growth
- Defensive
Equity Management- Equity Separately Managed Accounts
- Large Cap Growth
- Large Cap Value
- International
- Dividend Growth
- Small/Mid-Cap Growth
- Completion
- Cash/Funding
Fixed Income Management- Fixed Income Separately Managed Accounts
- Taxable - Corporates
- Tax Exempt MunisManaged Muni Long
- Managed Muni Intermediate
- Managed Muni Short
- High Yield Muni
Risk Management- Life Insurance
- Business Planning
- Disability Insurance
- Medicare Planning
- Long-Term Care Insurance
- Asset Protection Strategies
- Wealth Preservation Planning
- Estate Planning
Business Services- Financial Planning
- Cash Flow Analysis
- Key Employee Retention
- Tax Planning
- Insurance Review
- Contingency Planning
- Buy-Sell Agreement Design, Implementation, and Review
- Exit & Transition Planning
Corporate Retirement Plans- 401(k)
- 403b/457
- Cash Balance
- ESOP
- Non-qualified Plans
- Profit Sharing
- Retirement Readiness
Wealth & Investment Resources
Our Mission
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
Why Us?
Today’s market complexity and volatility demand specialized attention and a holistic approach to wealth management. We believe an efficient and successful way to meet this demand is by employing an ensemble practice methodology.
Collectively, our advisors possess a range of specialties, expertise, and decades of experience in the industry. By utilizing a team-based approach, your advisor is able to supplement their individual knowledge and experience with additional resources when needed, to help ensure all facets of your wealth management needs are being met. This, in concert with our experienced staff, seeks to promote a remarkable client experience from day one.
A team approach to wealth management helps to ensure you receive comprehensive advice and solutions for your unique objectives.
Strategic Alliances
We have aligned with Level Four Financial – an independent financial services firm comprised of a team of specialists dedicated to changing the future of financial advice. Our focus is on delivering holistic, objective, and proactive advice, which distinctively positions us to act as your trusted advisors. – guiding you through life’s most import financial decisions. In Addition, custodial services are offered through Raymond James & Associates, Inc.
Custom-Tailored Concierge Banking Services
You worked hard to build your wealth. We can help you manage your finances today and grow your wealth for the future.
Level Four Financial professionals (“We”) are committed to acting in our retail client’s best interest. For important Regulation Best Interest information, including Form CRS and other disclosures please click here. We cannot accept any orders and/or instructions regarding your account by email, voice mail, fax or any alternate method. The Level Four Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: VA, MD, NC, PA, SC, KY, WV, TN, LA, IL, MA. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC.