What Sets Us Apart

 

Some benefits of working with Witt Mares Financial Vision, LLC include:

• A Trusted Advisor Relationship
• Wealth strategy approach is a holistic approach, covering all aspects of your financial life
• Fee-based investment management
• A disciplined investment strategy
• An academic Nobel Prize-winning investment approach
• Access to institutional no-load passive asset class funds
• Continued access to academic research
• A tax efficient focus, with valuable tax and estate-planning ideas
• Risk tolerance assessment
• Periodic portfolio rebalancing
• Regular communications and state-of-the-art reporting

Witt Mares Financial Vision, LLC is affiliated with BAM Advisor Services in St. Louis. BAM facilitates our access to high-quality, low-cost, tax-efficient mutual funds typically only available to large, institutional-level investors.

A Trusted Advisor Relationship
We want our clients to have a positive long-term investment experience and an advisor relationship built on personal trust and company-wide integrity. We begin, not by giving advice, but by listening to our clients.

Together with our clients, we review their current assets, discuss their financial goals, determine their risk tolerance, and then implement the best investment strategy for their unique situations. We also provide quarterly reports, personal meetings and on-going guidance and education so our clients can comfortably oversee the implementation of their policies.

Our Clients Are in Control
Accounts are held in the client’s name at Charles Schwab. While clients grant us a Limited Power of Attorney to allocate assets on their behalf, they remain in control.