Halton Wealth Management

Description

Looking for something better than assembly line investing? You should be!
We work with serious investors focused on achieving consistently better performance. Each portfolio is custom built to meet their specific needs. Our clients benefit from complete transparency, direct ownership (not units), less risk, lower fees and tax efficiency leaving them with predictable and sustainable results. Most clients save thousands on fees annually. What value are you receiving for the fees that you are paying? Most fees are actually hidden from investors, so if you don’t know exactly how many dollars you spend annually, how can you possibly measure the cost against the value you receive? We can help you figure out what you are currently paying. Our experience has taught us that most investors are overpaying fees and getting sub-par results. The unique independence we enjoy gives us access to solutions not available through the banks and brokerages. Clients work with us for the value we provide. If you’d like to enjoy the benefits of upgrading your portfolio from typical retail products like mutual funds (overpriced and tax inefficient) and ETFs (no risk management) and reduce the fees you pay then we’re the right solution for you. If you are retired or near retirement be sure to ask us about our truly unique Retirement Income Confidence Program™. It’s only available with us. Let us help you get started with your own customized solution at a price that makes sense. Minimum of $300,000 of investable family assets required.