At Music Row Wealth Management, we are committed to engaging clients where they are, whether that is on their first radio tour or celebrating their fifteenth #1 song.
We are dedicated to helping clients create and implement financial plans specially designed for them utilizing sophisticated financial planning strategies and institutional money management.
We practice with transparency and operate under a fiduciary standard as fee-based financial advisors. Our fees are asset-based and are typically 1% or less.
Just like you need a destination before you hit the road, we want to understand your hopes, dreams, and goals so we can create a roadmap for you to get there.
Let’s create a plan together that is sophisticated yet simple, thorough but not overwhelming, and impactful yet easy to implement.
We all know what we “need” to do; actually doing it takes a team. Let us walk alongside you to put your plan into action utilizing carefully crafted portfolios and sophisticated planning solutions.
After establishing your plan, we will continue to monitor its progress toward your objectives through all of life’s changes, consistently updating you and providing ongoing counsel.