Advisor Share (AS) Wealth Management was started when Roccy DeFrancesco, JD, CAPP, CMP (Author of Bad Advisors: How to Identify Them; How to Avoid Them, Retiring Without Risk, and several other consumer education books), decided it was time the industry needed an RIA that could actually fulfill the promises it made to clients.
Roccy and the advisors who work with ASWM believe what’s important to clients is pretty simple. They want…
1) to work with advisors who put the client’s interest first
2) to work with professionally competent advisors
3) good risk-adjusted returns in their managed portfolios (portfolios that manage risk)
4) transparency when it comes to fees
5) accessibility (the ability to get their advisor on the phone, via Zoom, or in person with short notice)
AS Wealth Management brings these elements together and is confident that its Investment Advisor Representatives and supporting team collectively can fulfill the promises made to clients.
It’s a firm that can manage a client’s money in the stock market for a fee.
What about commissions? AS Wealth Management and its advisors CAN’T earn commissions from the sale of securities.
Our advisors are fiduciaries who have a legal duty to provide the best advice they can to clients. Advice without conflicts of interest.
We wanted to offer clients a platform with a philosophy built around managing risk in the stock market.
We do NOT use a buy/hold philosophy.
Our philosophy is that using multiple high-quality 3rd party (outside) managers increases the likelihood that our portfolios, as a whole, will do well over time.
AS Wealth Management advisors prefer to provide comprehensive advice to clients which can include:
Tax reduction strategies
Long-term care planning
Corporate structure/buy/sell planning