Establish the Client Relationship
An in-depth meeting with one of our LPL Financial Planners to fully understand your plans for your financial future.
Gather and Analyze Data and Goals
Together we will identify your dreams and goals, and understand your tolerance for risk.
Develop and Implement Recommendations
We will create a strategy together and design an approach you are comfortable with for your lifestyle and your family.
Keeping You on Track
Wealth management is an ongoing process and we will meet regularly to monitor your accounts. As your life and goals change, we will revisit goals and make adjustments as needed.
To begin your financial journey with Byron Wealth Management, please identify a solution that fits your needs. You may also email us at firstname.lastname@example.org, or call 815-234-4075 to speak with an advisor and they will help determine which path is right for you.
Get started with our Guided Wealth Portfolio (GWP)*. The financial planning process is embedded into the online portal and application and GWP is 100% web based. You may choose to have an advisor involved in the process to help guide you. It features ongoing portfolio management and portfolio selection based on your risk tolerance and goals. It all starts with you; your life and your goals. Let us help you understand what options are available to you and what they could mean for you and your goals. Feel free to start this process and if you run into roadblocks, please email us at email@example.com or call us at 815-234-4075, and we'll have one of our advisors guide you through this process.
For those in need of a more comprehensive plan and interested in ongoing portfolio management or maybe just a second opinion, this option could be right for you. To get started, download and fill out the necessary data in our Byron Wealth Management New Client Fact Finder. Simply email it to firstname.lastname@example.org with your advisor of choice, and request an appointment or phone consultation. We plug-in data to our WealthVision software to help analyze and guide our recommendations based on the information you provided. Clients will also have access to a personal site to view the advisor built plan and get a global picture of your finances and progress.
*Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC. All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
We understand that compiling this data may be time consuming or seem like an insurmountable task. If you are not sure where to begin, please email one of our advisors below for a complementary consultation. They will help you determine which solution may be best suited for you and get you started on your financial journey with Byron Wealth Management.
Chris Martin, a lifelong resident of Oregon, has been with Byron Wealth Management since 2001. Before joining us, Chris assisted several companies with establishing their financial services programs along with establishing...
CERTIFIED FINANCIAL PLANNER™
Steve Scholl has been involved the financial services industry since 2008. Prior to becoming a financial planner with Byron Wealth Management, he worked with a nationally recognized broker/dealer gaining the necessary experience...
LPL Financial Planner
Sean Considine joined Byron Wealth Management in July of 2019. Being a part of his hometown Wealth Management team is something he takes great pride in...