CoachWise Financial Solutions (CWFS) offers (3) discretionary investment management programs: Tactical Portfolio Management, Individually Managed Accounts, and Strategic Portfolio Management.  CWFS is compensated only by you and does not receive any other type of compensation which is contingent upon the purchase or sale of any financial product. This compensation method aligns our incentatives with your incentative. Fees are based on a percentage of total managed assets and the investment strategies you select ... with no brokerage commission participation and no minimum annual charge.

CWFS motivation is to protect client accounts in down markets (if the account value goes down their billing goes down – everyone loses) and conversely, grow the account in up markets (if the account value goes up their billing goes up – everybody wins).  Regardless of which strategy is selected all three investment programs include the following: 

Discretionary Management
Discretionary Management allows CWFS to be proactive on client’s behalf and make changes when market conditions warrant.  Unlike, other models that require your direct participation, CWFS does not have to waste client’s valuable time with every single investment decision. Discretion gives CWFS the latitude of choice within certain legal bounds to control purchase, price, timing, and quantity of securities within the larger investment framework agreed upon by clients.  Because CWFS has discretion, they have a higher fiduciary obligation to their clients to always look out for their best interest instead of the next big commission.

What we Consider Competitive Advantages

1. Fee Only
2. Lower Expenses
3. On-Site Portfolio Manager
4. Fiduciary Standard of Care
5. Multiple Advisory Approach
6. Favorable Track Record

Retirement Planning Not sure how much you should save for retirement or whether or not you can maintain your current standard of living? Let CWFS help you answer these questions and more....

Financial Consulting/Coaching CoachWise Financial Solutions builds its services around the coaching relationship... coaching you in and through the calm and occassionally choppy waters of financial investments.

Money Attitude Profiles - Financial Psychology - Assessment Everyone has a money personality which drives how people save, spend, invest, and view money. There's a reason clients feel the way they do about money and investing. CWFS will assess your financial attitudes - helping you efficiently and accurately evaluate risk tolerance, money assets, and money liabilities. We'll help you relax, confidently knowing your financial investment decisions are a perfect fit with you .. your goals .. and your desired lifestyle.