Welcome to our Virtual Financial Advisor Site

 

 

We are a financial services firm committed to helping our clients pursue their financial goals. Our programs are designed to help grow, protect and conserve our clients' wealth while delivering a high level of personalized service. 

This service is offered to those who prefer to operate outside the constraints of face to face meetings.  We use online services/platforms to communicate and service our clients outside our immediate service area.

We encourage you to explore our site and learn more about us and the services we provide. If you have any questions or need more information, please contact us.

We look forward to helping you with your goals from afar.


NO-OBLIGATION PORTFOLIO ASSESSMENT

To demonstrate how we think, we will gladly review your current portfolio and provide a no-cost and no-obligation assessment.

Questions addressed include:

What is the risk assessment of your current portfolio allocation?

What is the quality of your current holdings/positions?

Are you paying too much in mutual fund expenses?

Is your portfolio properly set up to minimize tax liability?

What You Receive


You will receive an overall analysis of your portfolio along with a recommended asset allocation and a portfolio recommendation. You have no cost or obligation to engage the future services of Wharton Investment Consultants.

 

Just fax/email a copy of your latest statement(s) to us for review.

Email: whartonic@ceteranetworks.com     Fax: 888-438-6460