- We believe clients deserve individual attention with an advisor they trust.
- We believe clients deserve an investment plan where they can record their goals and track progress.
- We understand that changes in life can bring changes to a client’s financial picture. We work closely with clients to help guide them through the financial decisions which must be made when circumstances change and we empower them to make these decisions with confidence.
- Although we offer traditional brokerage accounts, we believe advisory account management focuses on the long-term benefits of your financial strategy. We offer a variety of money-management programs in which a quarterly fee, assessed in advance, based on the assets in your account replaces traditional commission fees.
Through these programs, we can help you develop a portfolio which balances your needs for safety, growth, and current income, and we will conduct periodic reviews of the performance of your portfolio.
Since no one investment program is appropriate for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce appropriate investment programs to you.
Fees for Advisory programs include Advisory services, performance measurement, transaction costs, custody services and trading. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee per calendar quarter to maintain these types of accounts.
Advisory accounts are not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.
Debi is a CERTIFIED FINANCIAL PLANNER™ (CFP®
) certificant and Erin is a CHARTERED RETIREMENT PLANNING COUNSELORSM
) certificant. In order to earn these certifications, each of us had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements. We are also required to complete ongoing continuing education for these certifications which keeps us up-to-date with current financial strategies.
Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a singular event — it is a process. As your life circumstances change, so must the investment strategies we use to stay on course toward meeting your objectives. This is why we work with you, one on one, to design investment strategies which are targeted to your specific needs and goals.
The Piercy-Whitt Group of Transitions Wealth Management offers more than just knowledge and insight — we offer an objective and holistic approach designed to provide financial solutions for all aspects of our clients’ lives, up to and through retirement.