Welcome to Parrott Wealth Management, your independent partner in financial success. As a fee-only fiduciary firm, we’re dedicated solely to your financial well-being, free from any ties to banks, brokerage firms, or insurance companies.
Our mission is simple: to help you grow and safeguard your wealth. Through tailored financial planning, we align our strategies with your unique goals and aspirations.
Here is a snapshot of what we offer:
Complimentary Initial Consultation: Discover your needs and discuss your goals with no cost or obligation to you.
Thorough Investment Review: Delve into your asset allocation, risk tolerance, and performance.
Fee Audit: Ensure your fees are both reasonable and commensurate with the services you receive.
Customized Financial Plan: Your plan is the blueprint for aligning your investments with your needs and goals, forming the bedrock of our services.
Diversified Portfolio: Our investment portfolios primarily consist of low-cost mutual funds and ETFs.
Ongoing Support: Enjoy quarterly reviews, a monthly newsletter, and round-the-clock access to your account.
Let’s embark on your journey towards financial prosperity together.
Whatever you do, work heartily, as for the Lord and not for men.