OBJECTIVE PHILOSOPHY & STRUCTURE
At Wakefield Wealth Management, we adhere to a fiduciary standard. There are never any hidden fees. We don’t earn commissions or a higher fee by recommending certain investments over others. We strive to be objective and remove our emotions from the decision-making process. We value long-term, collaborative relationships that provide the best solutions for you. As a client, you are never restricted to a specific platform, custodian, broker-dealer, investment or research.
WHAT TO EXPECT
At Wakefield Wealth Management, you’ll quickly notice that your relationship is more than one-on-one. We view our team as a family working together with your family to achieve financial well-being. Our team approach to wealth management gives us the ability to provide investment solutions developed through collaboration.
Wakefield Wealth Management offers a specialized investment approach that stands apart from the mainstream investment community. Our research is independent, free of conflicts of interest, and generated by an in-house investment team possessing diverse backgrounds and expertise.
We use highly disciplined and technologically advanced processes for research, security selection, implementation and monitoring. In our management and research, our goals are:
We have a consistent and proven approach to investing across all asset classes. Our process is brutally objective with zero tolerance for mediocracy.
MINIMIZING FEES AND EXPENSES
By utilizing individual equities for our clients’ portfolios, Wakefield not only eliminates or lowers fund fees but also carefully monitors the tax impact of investment decisions. Our unique investment approach allows for totally customizable portfolios that match your risk tolerance with your goals. Utilizing a true institutional approach, Wakefield never takes custody of your assets, working with several custodians that offer responsive customer service and a competitive pricing structure.