Young Wealth Management Lighthouse Point, Fl

Young Wealth Management is committed to assisting its clients work towards their own specific financial goals with respect to the accumulation, growth, preservation, and distribution of their wealth. Whether your planning process centers on the resolution of a few issues or a comprehensive financial planning analysis and the creation of a complete financial plan, with a separate and independent phase that includes the implementation of detailed and specific recommendations, you can rest assured that your engagement will receive dedicated and professional handling, and the highest quality service possible. Young Wealth Management is affiliated with one of most prestigious independent broker / dealers in the United States. As an Investment Adviser Representative, and a registered investment adviser, we can assist you in the setting and realization of your long term financial goals and objectives through an objective process for a fee. The resources available through our affiliation to accomplish this are extensive and unparalleled. However, Young Wealth Management decided not to be a fee only firm. To be objective, there needs to be a separation between the Planning and Implementation Phases of the engagement. There are instances where the client may prefer a commission-based product instead of a fee based product. If both are available, a fully developed comparison is presented for the client to review. Also, there are situations where only commission-based products are available. If a client prefers or wants a commission-based product they may obtain it through Young Wealth Management or any other agent or firm of their own choice. The advantages of using Young Wealth Management is our developed expertise and the continuity of service and administrative record keeping for the client. We also do per diem consultation and analysis for CPA's, Financial Institutions, and Businesses.