Burton Wealth Management is dedicated to providing financial planning and strategic wealth management that is right for you. Simply put, we strive to be your trusted financial advisor.
We want to get to know you in order to help you make informed financial decisions. By providing hands on investment management, our goal is to enhance returns and manage risk in your investment portfolio. We use a client-centric process focused on pursuing specific milestones we create together.
Burton Wealth Management has a simple philosophy. Every client is unique. A cornerstone of financial planning is the recognition that everyone’s economic situation is different. A commitment to professionalism and the cooperative development of a unique, personal financial plan forms the foundation of helping clients address their financial goals.
Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.
Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile.
Preparing for the transfer of estate assets after death is an important part of any financial plan.
If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship.
When exploring the world of investments, it’s important to gain a broad perspective of how each investment may work.
We strive to provide a superior level of service to employers of retirement plans.
