Wealth Management Consultants works with clients whose personal investment objective is capital appreciation through a growth-oriented investment strategy.
Decades of experience in senior management positions at Merrill Lynch and Citigroup Smith Barney provided John with exposure to thousands of financial advisors and corresponding approaches to investment management. This experience, coupled with years of study and testing, has shaped our core strategy.
We value as a high priority not merely advising clients, but educating them on the process of growing and preserving capital.
