Six Reasons
Six Reasons Why Clients Hire
Charles D. Vercellone
Accredited Investment Fiduciary®
Chartered Financial Consultant®
Wealth Strategies Group, LLC
“Helping People Create the Income Needed to Support their Lifestyle”
Experience
Since 1984, I have helped clients organize and manage their wealth…and I’ve seen it all. This experience enables me to guide clients through the various and uncertain markets. Whom do you want managing your financial affairs during the next down market?
Independent
I am an independent financial professional and business owner, not employed by any one industry or company. I do not have someone mandating which companies or products I use, allowing me to provide my clients with the options that best fit client’s individual needs.
Qualifications
I focus on retirement and education planning and hold the Accredited Investment Fiduciary (AIF®) andChartered Financial Consultant (ChFC®) professional designations. I am a registered representative of Sigma Financial Corporation (Member FINRA/SIPC) and an Investment Advisor Representative of Sigma Planning Corporation (a registered investment advisor). I also belong to the Financial Planning Association and the Society of Financial Service Professionals.
Relationships
Being a Financial Consultant is more about relationships than finances. I take the time to discuss my client's needs and wishes to help them build a plan to reach their goals. I meet or speak with clients throughout the year to keep them up-to-date on their plans and answer any questions or concerns that may arise.
Team Approach
As part of my affiliation with Sigma Financial Corporation, I have an extensive team of financial professionals working on my client’s behalf for any situation that may arise, no matter how complex.
Understandable Investment Reports
“Am I making money?” It’s a simple question, but is one that many financial advisors often cannot answer. The reports received from investment companies often create more questions than answers. I use a consolidated statement package through Albridge to create reports that are readable and understandable. Clients receive one quarterly concise report combining all of their investments and the information they need to stay informed, including amount of gains and year-to-date return.