We will work with you to understand your risk tolerance while listening to you and understanding what your financial goals are. By being an Investment Advisor Representative that works through an independent Registered Investment Advisor, we are not tied in with a large “wire house” institution, which means we can offer a universe of funds and equities to create cost-efficient and high-quality portfolios. At Knox Wealth Management, we invest your funds in an institutional-style investment strategy.
Our goal is to create income that lasts. We help build real-life, sustainable income plans for our clients that take all factors into account. Retirement shouldn’t be spent worrying about whether your money is going to last. It’s supposed to be your time, focused on you and doing the things you enjoy with the people you love. And at Knox Wealth Management, we’ll help you get on the right path!