Virtual Wealth Management Services
You understand investing helps you build wealth and plays an important role in your financial success. Creating an investment strategy personalized for your financial goals involves many analytical processes and deliverables. This includes an Investment Policy Statement (IPS), regular stress tests and capital market outlooks.GET STARTED
Retirement Lifestyle Planning
You’ve worked hard to provide financial stability for yourself. Together we can design a plan to grow, protect and preserve your wealth for retirement. Through online planning systems, effective communications and coaching you can achieve financial peace of mind.GET STARTED
You have a lot of financial accounts, credit cards, mortgages, student loans, insurance policies etc. through a professional process you can achieve real results and financial independence. Together we can make the complex simple and organized to make prudent financial decisions.GET STARTED
Access premium resources to monitor your progress and receive personalized alerts/updates.
Premium Client Portal
Visualize your data and access detailed information about your accounts, investment holdings, transactions, and performance reports.
TD Ameritrade Institutional
Access over 250+ commission-free ETFs, and have peace of mind knowing your assets are secured and insured. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. Brokerage services provided exclusively by TD Ameritrade, Inc. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.
Capital Markets Outlook
Receive institutional asset management commentary on financial markets and protect your money from the next bear market.
I adhere to the fiduciary duty and fee-only advisory pricing model. The National Association of Professional Financial Advisors defines a Fee-Only financial advisor as one who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product.
Therefore, I do NOT receive commissions, rebates, awards, finder’s fees, or other forms of compensation from others as a result of a client’s implementation of the individual’s planning recommendations. “Fee-offset” arrangements, 12b-1 fees, insurance rebates or renewals and wrap-fee arrangements that are transaction based are examples of compensation arrangements that do not meet the NAPFA definition of Fee-Only practice.
Pricing is based on assets under management for the household and the particular investment strategy being implemented. We typically apply fees quarterly, for example a 1% asset-based fee would be 0.25% per quarter paid to your advisor for re-balancing, ongoing advice and comprehensive financial planning. In addition, the secondary option for clients that do not meet account minimums is project and income-based fees for investment advising, financial planning and premium technology resources.
Free ConSultation (Screen SHARING)
Typically 30-45 minute discussion/presentation
- Portfolio Risk Assessment
- Detailed Financial Plan
- Personalized Recommendations
PREMIUM CLIENT Group
- Personalized Investment Management – Asset Allocation, Rebalancing and Tax Harvesting
- Premium Client Portal – 24/7 Performance Reporting
- Quarterly Planning Meetings – Screen Share or In-Person
- Unlimited Emails & Calls
- Discounted CPA Services
Virtual Planning Client
- Premium Client Portal
- Ongoing Planning Advice
- 401(k) Advice & Asset Allocation
- Premium Client Portal
Start working with Timothy
Investment advisory services offered through Dynamic Wealth Solutions LLC, a registered investment advisory firm. This page is published for residents of the United States and is for informational purposes only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined.Book Now