PAVIK WEALTH MANAGEMENT INC

PAVIK WEALTH MANAGEMENT INC

A Fiduciary For Your Financial Future...Proudly serving as a fiduciary steward to the specific personal and business financial needs of our clients from across the U.S. Our sole purpose is to create financial independence for our clients, their families, their business interests, and employees. We work without proprietary constraints, and in synergy with your individual situation to develop a personalized financial strategy that is designed to assist in achieving your financial dreams...to create, protect, distribute, and transfer your wealth to help achieve your retirement goals, and legacy vision. We accomplish this by providing our clients with a level of service that meets, and I believe often exceeds their expectations. We accomplish this without any potential conflict of interest. We accomplish this by creating personalized wealth management asset allocation strategies, ensuring accurate compliance processes through LPL Financial LLC, and through financial soundness in all aspects of our independent financial practice. Managing wealth involves far more than managing an investment portfolio. It begins by developing a holistic understanding of who you are, and the financial forces at work in your life. It means having a plan in place to effectively deal with these forces. Together, we will explore a broad range of topics that are likely to influence your financial future. What we learn together will be the cornerstone for your specific wealth management strategy.

Company Industry
Financial Services
Company Type
Corporation
Company Founded Year
2008
Alumni Name
JAMES ANTHONY PAVIK
Alumni Email
James.Pavik@pavikwealth.com
Alumni School
Carey Business School
Alumni Graduating Year
1991