Financial Wings LLC

Welcome

Financial Wings LLC is a Licensed Investment Adviser dedicated to creation of wealth through peace of mind investing.  Founded by James A Studer, Abundance Coach, Licensed Investment Adviser Representative and Registered Financial Consultant (RFC), Financial Wings LLC provides the following services:

  • Superior Portfolio Management-- Based on asset class allocation principles, our portfolios use three primary asset classes. 1. US Equities 2. International Equities 3. Fixed Income.  Our structured portfolios meet the demands of a wide range of investors from aggressive Emerging Market portfolios to conservative Tax Managed portfolios.
  • Financial Education-- James Studer believes that financial education is the key to peace of mind investing. He uses a financial coach approach to turn clients into smart, savvy investors. Financial seminars are held monthly to improve clients financial knowledge. 
  • Portfolio Analysis--Financial Wings will analyze a client's investemnts to give an investor a complete picture of his/her risk reward relationship. Our  Free Market Investment Analysis lets each investor know where they stand on the Efficient Frontier. Our portfolio  Cost Analysis gives an investor their true cost of investing.
  • Financial Planning Services--James can provide you with a financial plan with emphasis on financial independence and wealth accumulation.

 


The information provided within this website is for general information only, and not intended as advice to individuals.  The articles and caculators provide general information and are NOT  intended to be advice to individuals.  Fee only investment advisory services are offered through Financial Wings LLC, a licensed investment adviser company in the state of Ohio.

 

Tuesday, March 9, 2010


Financial Wings LLC is a Fee Based licensed investment adviser company.  All compensation is received through client fees.