Financial Advisor
Ferrell Wealth Management
Our financial planners will get to know you and identify your longterm objectives and needs – then, they will develop a personallytailored plan to help you achieve your goals. Individual, family andbusiness issues are addressed to help you anticipate and preparefor significant financial events before they occur. Safeguarding your wealth, and planning long-range to maximize it,is at the heart of every product and service offered by Ferrell WealthManagement. We thoroughly analyze your unique needs and, justas thoroughly, research the products that will meet them, taking adisciplined, objective approach to helping you achieve yourinvestment goals. Our managers and advisors are highly skilled andcommitted to your ongoing success.Ferrell Wealth Management, Inc. currently manages over$300,000,000 for individuals, trusts and estates. Using a holisticapproach, recognizing the portfolio as one part of our client’s entirefinancial plan, we provide clients with a full range of investmentconsulting and planning services including:Asset Classification Analysis Preparation of a personal StrategicAsset Allocation Plan Development of a customizedinvestment portfolio Investment management using institutional no-load mutual funds and/or highly ranked separate account managers. Performance evaluation and monitoring of style-specific Separate Account Managers and Mutual Funds Managers Personalized Investment Policy Statements State of the art technology for analysis and reporting
