Wedmont Private Capital
High-net-worth families face a littany of complicated issues when it comes to managing their finances. The impact of even minor mistakes can have significant and irreversible monetary implications.
But the current model for delivering advice is often incapable of providing the quality of advice that successful families deserve. Too often, successful investors and families are forced to pay exorbitant fees for bad advice, tax-inefficient investment portfolios, and a terrible client experience rife with conflicts.
We believe the industry is in need of a transformative model. One where high-net-worth investors receive the quality advice they deserve for a fair, transparent, and flat fee.
This is Wedmont. This is private wealth management built for the future.
Better portfolios, better advice, better fees. Better results.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.