Wealth Management
Overview
In the course of serving clients over the past 35 years, Warren Averett saw a need among clients for direct, independent and personal comprehensive wealth management services. In 1999, we started our financial services division, Warren, Averett, Kimbrough & Marino Wealth Management, LLC. Our goal was to build a financial planning and investment advisory firm that reflected the objectivity and trusted advisory relationship found among the tax, audit and accounting relationships in the CPA firm. Our business philosophies and beliefs are rooted in this heritage of trusted, personal relationships. Warren Averett's Wealth Management philosophies are based upon:
Comprehensive Services
- Complete and convenient advisory services available in one location.
- Financial planning approach vs. generic investment recommendations.
- Intimately knowing our clients’ personal and financial goals and dreams.
- Collaborative tax, estate, wealth management and employee benefit services.
Personal Relationships
- Founded on a strong heritage of trust and superior service, since 1972.
- Regular client meetings to foster communication and enhance client satisfaction.
- Clients teamed with dedicated advisor to address their specific concerns.
- Salaried advisors to ensure the highest level of service.
Independent Advice
- Operating free from quotas, fund restrictions and proprietary products.
- Options are not limited to any particular investment manager or group of funds.
- Access to no-load, load-waived and institutional class mutual funds.
- Access to separate account managers and alternative investments
Disciplined Approach
- Disciplined, unemotional approach to investing.
- In-depth research performed on fund options.
- Formal investment committee that meets quarterly.
- Internal quarterly review of all managed accounts.
Warren Averett Wealth Management offers comprehensive financial planning and investment advisory services, including:
- Retirement planning
- Wealth management
- Life/disability insurance analysis
- College education planning
- Portfolio performance evaluation
- Asset allocation
- Risk assessment and management
- Portfolio construction and implementation
- Brokerage accounts
- Access to stocks, bonds, mutual funds, individual money managers and alternative investments
Collaborative Tax & Estate Planning
- Personal tax return preparation
- Gift tax return preparation
- Tax consulting
- Comprehensive estate planning
