WHO WE ARE
As an investment advisory firm with more than twenty-five years of experience, we understand that managing wealth is a long-term proposition. Generations of families and businesses have given us a unique perspective on how to create tailored wealth strategies that address the unique circumstances of each client.
Our lead investment strategist is a Certified Investment Management Analyst SM (CIMA), who provides personal attention to every client and their portfolios. We take pride in developing long-lasting, meaningful relationships with our clients and their families. Our personal service and close working relationships serve as the cornerstone of our practice.
WHAT WE DO
Service and trust are the core ethics of our team. Our founder, John W. Day, designed our company from the ground up to respond to the particular demands of significant wealth. We serve the whole client – from day to day needs to life-long aspirations.
We are privileged to work with successful people who have worked hard. We are ever-mindful of their efforts and see wealth preservation and prudent growth as key objectives. We recognize that true wealth does not last a single generation; rather, by building the groundwork of wise stewardship, we help clients pursue lasting legacies for generations to come.
HOW WE DO IT
As investment strategists, we leave nothing to chance. We recognize that wealth management encompasses more than just investments. We combine comprehensive financial strategies, robust analytics and extensive capital markets experience with in-depth knowledge of wealth transfer, philanthropy and financial education.
We determine a client’s financial goals, cash flow needs and resources, carefully modeling return scenarios to account for varied economic conditions. Throughout our analysis, we work to educate clients so they can gain comfort with their financial interests today and for years to come.
HOW WE'RE PAID
As a registered investment adviser, we are free from the usual commercialism of the normal Wall Street retail broker or advisor. Our investment advice and decisions are unbiased and aimed at only one goal - to increase our client's wealth and manage that wealth wisely.
Wealth Advisors, LLC is a fee-only advisory firm. We do not receive any compensation from brokers, mutual fund companies, financial services companies, or any other industry group, EVER! Our fees are solely based on our service to clients and as a percentage of assets under management. As a fiduciary, we work exclusively for the best interests of our clients knowing that their success translates into our success.
JOHN W. DAY
Our Custodian - Charles Schwab & Co., Inc.
The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. It's broker-dealer subsidiary, Charles Schwab & Co., Inc. ("Schwab"), Member SIPC, offers investment services and products, including Schwab brokerage accounts.
Schwab Advisor Services serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab.
Charles Schwab has received the highest ranking in overall satisfaction in the J.D. Power 2016 Full-Service Investor Satisfaction Study.
Clients We Advise
Wealth Advisors provides advisory services to a wide variety of clients. Client types include:
Individuals, Married Couples, Minor Accounts, Joint Tenants, Trusts, Estates, Defined Benefit Plans, IRAs of individuals or family members, 401(k) & 403(b) plans, Sole Proprietorships, LLCs, LPs,
Before providing advisor services, we request prospective clients have several discussions with our lead strategist, John W. Day. Only after a client feels comfortable and satisfied with Mr. Day and Wealth Advisors, will the client-advisor relationship begin.
Accounts We Service
In conjunction with our different types of clients, we offer many account types to accommodate every investment need. Through our custodian, Charles Schwab & Co., Inc., we offer the following types of brokerage accounts:
Investment Accounts - Individual, Joint, Minor, Trusts, IRA Accounts - Contributory, Rollover, Roth, Conversions, 529 College Savings Plans, SEP- IRA, Simple IRA, Individual 401(k)
All accounts are opened and maintained through Schwab Advisor Services™. Wealth Advisors also receives daily, monthly and year-end account, trading and tax information from Charles Schwab for reporting and archival purposes.