ClientFirst Wealth Management, LLC Employee Directory

Financial ServicesUnited States2-10 Employees

ClientFirst Wealth Management, LLC is an independent registered investment advisor specializing in customized, cost-effective planning and investment management for individuals, trusts and financial institutions.

Our sole source of revenue is the fees we receive from our clients. We have a fiduciary obligation to each client. This means that always acting in your best interests is not only a promise, but also our legal obligation.

We understand the importance of affordable financial services. Our fees are very affordable and with our a la carte services, you’ll only pay for the services you need. At ClientFirst Wealth Management, you’ll work directly with your portfolio manager instead of marketing personnel. This direct interaction eliminates unnecessary expenses, and the savings are passed on to you. Our cost-effective, customized approach emphasizes the value of exchange-traded index funds (ETFs) and individual bonds as opposed to mutual funds. 

We focus on long-term relationships and have a client-retention rate of 99%.

Sign up for free to view info

Company overview Email format