Broker Check

Wealth Management

We at Allied Millennial Partners, LLC. are continuously evaluating the client’s needs, including their current holdings, short- term and long-term strategies, and overall corporate needs to determine the most suitable strategy for each portfolio. This ensures that we are achieving our client's goals in the present, and setting a solid foundation for the future. Whether it be planning to buy a home, preparing for your children’s education, or making sure you are prepared for retirement—we are working for you. 

FIVE LEVELS: OUR GOALS

  1. Evaluating client needs: We seek to thoroughly understand the client and their relationships by gathering key documents and evaluating their various wealth vehicles and holdings.
  2. Analyzing, evaluating, and developing recommendations: We then analyze the client’s various financial statements, assets, and strategies including the interactions with the client’s advisors and other financial professionals.
  3. Advise, explain, and implement: Through presentations and discussions, we introduce our recommendations to the client including any relevant issues and assess the client's current market knowledge.
  4. Monitoring and adjusting: We remain current with a variety of environmental and situational impacts that could potentially affect the client's financial objectives and adjust our strategies to better achieve those objectives. 
  5. Professional responsibility: Compliance with regulations, including appropriate registrations, adherence to ethics that apply to product decisions, and client service, is paramount to our team.