What is your approach?
At Aubry Wealth Management, we take a personal, hands-on approach to financial planning. Our firm is dedicated to offering solutions for our members that create positive outcomes in their financial lives. We focus on protecting your portfolio against potential risks, increasing the probability of investment success, and maximizing income in retirement. All of our solutions are personalized to your specific needs and circumstances. To learn more, we invite you to explore our process and services in depth.
Who would benefit from a meeting?
Anyone who is looking for unbiased advice and an evaluation of their current portfolio to ensure the best possible financial outcome. Anyone with an IRA, 401K, 403(b), individual account, or any other investment, that would like to fully understand what they own and how it works and to help maximize these dollars. Anyone who would like a plan to bring clarity and certainty to their financial goals.
Are you accepting new clients?
Yes, we are currently accepting new clients.
Who do you work with?
We specialize in working with individuals that are looking to protect their portfolios, increase investment success and maximize income in retirement. Our members come from various industries, backgrounds, and life stages but are ultimately seeking to gain confidence and clarity when it comes to their finances.
I already work with a financial advisor. Should I still meet with Aubry Wealth?
90% of the people who come in to visit us already have a financial advisor and may simply be looking for a second opinion on their portfolio. Many times, the philosophy and planning method of an advisor differs from one to the next, so it’s important that you’re comfortable with your specific plan and the process implemented by your advisor. During our initial Discovery Session, our only objective is to listen carefully to your goals and concerns, determine whether we can truly help, and if it makes sense to continue the conversation. Our promise to you – unbiased, objective advice.
How do I get started?
To get started, reach out to us directly or schedule a complimentary consultation. Feel free to explore the rest of our process to see what the next steps would look like if deciding to partner together.