We are a Registered Investment Advisory and Financial Planning firm who are truly independent all the time.
We represent you and we do not take your trust lightly. We are independent but highly regulated. We are not a large financial conglomerate where you’d get lost in the shuffle and where you would not get personalized service. Do you feel that if you do not have a million dollars with a firm you get second class treatment? We value every client and desire to serve you, helping you to achieve your financial goals. You will always get first class attention and service with Assurity Wealth Management.
A true RIA shares in the success of your account because you and the RIA are both on the same side of the table. In good times and in bad the RIA is vested in the account with you, the client. Not all RIA’s or Financial Planners, or even professed Financial Advisors are independent all the time. You might ask why not? The reason is because not every RIA, Financial Planner or professed Advisor is strictly independent or non-biased in their advice or methods, the products they offer or the accounts they manage. When you have someone like a broker-dealer, a bank, or a captive National Brokerage firm limiting your choices, or requiring you to use proprietary funds, then you are not truly independent or focused on your client’s needs.
Pinellas, Charlotte, Tampa,