Designation
Certified Financial Fiduciary® (CF2)
Issued by the National Association of Certified Financial Fiduciaries
About Edward Wells
Value Statement
We work with clients, their family, and businesses with independent personalized financial solutions that strive to meet their unique financial goals throughout all phases of their financial lives. We are committed to being there when changes occur by being able to tailor any ideas, suggestions, or alternatives to fit the client’s needs.
Wealth Management Approach
Our approach to wealth management starts with you. Every plan we put together is designed differently around the needs of the client. My practice does not follow a generic “one size fits all” portfolio model. We will work together to develop strategies and recommend personalized solutions designed to help you during the phases of your overall financial lifetime; create & grow your assets, protect & preserve those assets, distribute assets & transfer your wealth in the most tax-advantaged ways possible.
n Understanding Your Financial Objective —We begin by asking questions and more importantly listening to understand more about your financial objectives
n Developing Strategies — Next, we evaluate the financial and personal information you provide so we can match your objectives with sound strategies.
n Implementing Solutions — Using these strategies, we develop independent customized solutions tailored to your goals and objectives.
n Providing Timely, Ongoing Service — After implementing your plan it is our duty to keep you informed on a regular basis. Also pro-actively monitor if any changes are needed based on market conditions or change in financial objectives.
Qualifications
I have been managing money professionally for over 22 years and my strong entrepreneurial drive motivated me to be one of the early founders of North Shore Wealth Management Group. I hold the title of Managing Partner of the Massapequa, NY office for our broker dealer NBC Securities.
n Series 7 FINRA General Securities Representative
n Series 65 Uniform Investment Advisor Law Examination
n Series 63 Uniform Securities Agent State Law Exam
n New York State Life/Accident & Health Insurance License
n CDFA Certified Divorce Financial Analyst
I am licensed to do business and work with clientele in 25 states – AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, KS, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OR, TX, UT, VA and WA.
Edward Wells
Managing Partner
North Shore Wealth Management Group – NBC Securities
