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We believe that good financial advice comes from independent advisors, not companies in the business of producing investment or insurance products. We provide our clients with independent solutions that are tailored to their unique needs. We offer two distinct but complementary services; Investment Management and Financial Planning. Some of our clients work with us in one area exclusively, but many utilize our services in both areas for seamless, comprehensive, independent Wealth Management.
Fee-only Financial Planning
Independent, unbiased, no-strings-attached financial advice. Clients utilize our services in this area periodically, or through an ongoing service agreement. Questions like, "Can I afford to retire?", or "How much insurance do I need?", or "Are my investments performing
well or should they be reallocated?", are answered in a clear and concise way. Recommendations can be implemented anywhere, meaning that you can continue to work with your current CPA, stockbroker, investment advisor, insurance agent or attorney. If you desire, we can help you implement your planning by getting you a number of competitive quotes or referring you to professionals we have found to be especially capable. MWBoone and Associates is a Registered Investment Advisor in the state of Washington.
We are also proud to introduce WealthVision; the premier financial management and planning tool designed to simplify your financial life and bring clarity to your financial decisions.
Contact us, learn more about WealthVision or get started here with your own account.
The clients that benefit most from our financial planning services usually have a net worth of at least $1 million and/or a household income of over $100,000.
Investment Management
Professional Wealth Management which matches your unique personal situation and risk needs an ongoing investment strategy. Performance of our client's advisory accounts are measured, analyzed and tracked against indexes and other benchmarks so that the answer to that critical question "How am I doing?" is always at hand. Each of our client's portfolios are hand-crafted by us to specific needs, with no two exactly alike. Non-commissioned Investment Management services are offered through our relationship with LPL Financial, the nations largest independent nationally registered Investment Advisor and Broker/Dealer with over $150 billion in client accounts. Through our agreement with LPL
Financial, we have access to thousands of stocks, bonds, mutual funds, money managers and alternative investments, including Real Estate Investment Trusts, Commodities funds, Hedge Fund of Funds, Futures Portfolios and institutional class investments. Each account is insured to $100 million dollars.
We are currently accepting asset management clients with $250,000 or greater
portfolios.