Emerging wealth client Everyone is entitled to professional investment guidance
The Purpose – Let’s Get Started
With $5,000, you can begin adding to, or saving for, your future. We believe that everyone is entitled to professional investment guidance regardless of account size.
The Emerging Wealth Investment Solutions was designed for clients who seek professional investment guidance, monitoring and oversight but aren’t interested in all the services that traditional wealth management provides.
Ideal for new investors that want a smart and consistent investment plan that eases the process of growing wealth.
When the timing is right for you, Emerging Wealth Clients always have the flexibility to transfer over to EMBREE Private Wealth Management.
How It Works
Establish your account, with Charles Schwab, by completing the online goals questionnaire. We will review the output of your questionnaire and follow up regarding your objectives for the account.
Once your account is funded, based on our collaboration and your questionnaire, your account will be invested in an EFG Risk-Based Portfolio.
Your portfolios assets allocation will be monitored on a continual basis and if it is determined that your allocation stray too far from your target, EMBREE FINANCIAL Group will automatically rebalance your portfolio.
Single Trustee or Two Trustees
Rollover ROTH IRA
SEP IRA/SIMPLE IRA
EFG risk-based portfolios
Moderate Growth or Moderate Allocation