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Ask Us

What is the benefit of working with an independent wealth advisor?

As your advisor, we have access to a broad range of expertise to meet your needs. A team approach will ensure that you get the professional advice you require to meet any specialized investment, wealth management, insurance, or debt management objectives.

What is included in the process of assessing finances?

Successful financial management requires a disciplined, structured approach, not only to investing, but to all aspect of your financial health. We will take you through a step-by-step process to assess your present situation taking into consideration current investments, savings, debts, insurance, income, and circumstances; your short and long-term goals; and your tolerance for risk. We'll then work with you to develop a course of action and communicate the steps you will need to take along with a practical timeline. Finally, we'll periodically review the plan with you and adjust it as needed.

What separates you from other financial advisors?

Because our company does not offer proprietary products, we are able to provide our clients unbiased financial services and advice. As an independent financial services firm, we are free to concentrate on finding solutions that suit our clients' individual needs.

We focus on helping our clients achieve their goals through comprehensive wealth management. Our process enables us to review each area of our clients' financial picture while delivering a unique client experience. This, combined with the relationships we build, helps our clients feel secure with their financial future.

Clients today are more diverse than ever, we respect each client for his/her individuality. Because each client is unique, we offer customized wealth management advice with creative strategies tailored to our clients' financial objectives.

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Other products and services are offered by Peter Bailey through Peter Bailey Investment Group Inc.