The Purpose – Let’s Get Started
- With $5,000, you can begin adding to, or saving for, your future. We believe that everyone is entitled to professional investment guidance regardless of account size.
- The Emerging Wealth Investment Solutions was designed for clients who seek professional investment guidance, monitoring and oversight but aren’t interested in all the services that traditional wealth management provides.
- Ideal for new investors that want a smart and consistent investment plan that eases the process of growing wealth.
- When the timing is right for you, Emerging Wealth Clients always have the flexibility to transfer over to EMBREE Private Wealth Management.
Director of Retirement Plan Services
How It Works
- Establish your account, with Charles Schwab, by completing the online goals questionnaire. We will review the output of your questionnaire and follow up regarding your objectives for the account.
- Once your account is funded, based on our collaboration and your questionnaire, your account will be invested in an EFG Risk-Based Portfolio.
- Your portfolios assets allocation will be monitored on a continual basis and if it is determined that your allocation stray too far from your target, EMBREE FINANCIAL Group will automatically rebalance your portfolio.
- Individual Account
- Joint Account
- Custodial Account
- Single Trustee or Two Trustees
- Community Property
Account Types continued
- ROTH IRA
- Rollover IRA
- Rollover ROTH IRA
- SEP IRA/SIMPLE IRA
EFG Risk-Based Portfolios
- Aggressive Allocation
- Moderate Growth or Moderate Allocation
- Balanced Allocation
- Conservative Allocation
- Capital Preservation