Justin Bodnar Email & Phone Number

I provide the right financial products for you.Individuals/Families • Businesses • Municipalities Specializing in Multi-Portfolio Management & Planning to assist Accredited Investors act institutionally(act like an endowment). I help small/medium size business owners by providing both individual advice and business solutions. This includes window shopping your 401k plan and/or managing SEP IRA's.If you are in wealth preservation, I provide competitive fixed-income products and strategies; such as T-Bills, Corporate/Municipal Bonds, and Annuities.If you seek higher yields I can connect you with Reg D products like Hedge Funds, Innovative REITS, 1031 exchanges, Land Easements, Venture Capital products, Private Placements, Opportunity zone funds, and others alike. Investment-backed credit lines are available. Ask for rates.Want an evaluation of your current accounts? Simply reach out or go to the website.Skilled in Wealth Planning, Retirement Income Strategies, Investment Management, Stock Analysis, ETF's, Retirement/Legacy Planning, Bonds, and Options trading.Due Diligence includes Macro to Micro technical analysis, including Geo-Political & Behavioral Finance. Fiduciaries are legally bound to act in your best interest; there is a spectrum to how much risk you should vs. want to take. We discover your goals, implement a set strategy, and consistently re-evaluate.VTWealth.Management offers Securities through International Assets Advisory LLC (“IAA”), an Independent Registered Broker/Dealer - Member FINRA/SIPC. Investment Advisory Services are offered through International Assets Investment Management, LLC (“IAIM”) or Global Assets Advisory (“GAA”), a SEC Registered Investment Advisor. IAA, IAIM, and GAA are affiliated companies. ATX Financial is unaffiliated with IAA, IAIM, and GAA.VTWealth.Management may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Investing involves risk and you may incur a profit or a loss. Please carefully consider investment objectives, risks, charges, and expenses before investing.

Listed skills include Retirement Planning, Wealth Management, Mutual Funds, Series 7, and 31 others.

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  University Of Vermont

  Business