en     ru     jp
 
 
    LOGIN HERE!  
Add privatebanking.com as a search provider to your browser  
 
Advanced Search  
Private Banking & Wealth Management search tool 
     
  Search entity  
 
 
Home
      
North America
      
USA
      
Pennsylvania
      
Berks County
      
Wyomissing
      
Wealth Managers
      
Herbein Wealth Management, LLC
       
 
Back
 
   
Review Avg.
Reviews: 0
 
Contact Page
Additional information
Write Review
Browse Review

 
Additional information
 
Herbein Wealth Management, LLC
 
 
Mission statement: 

Offering an advisor relationship built on personal trust and company-wide integrity, Herbein Wealth Management serves as a fee-based registered investment advisor to individuals, families, corporations, qualified retirement plans, partnerships, not-for-profits -- anyone with a desire to pursue long-term financial objectives. We have created a place where the processes are understandable, where investing and wealth strategy just feel right.
Overview: 

    

TIME WELL SPENT

Managing wealth isn't simply about acquiring assets. It's about you. That's why our services focus on you: Discovering and achieving what matters to you; providing distinct solutions to address the financial complexities in your life, and keeping those solutions relevant for you over time. Building an ongoing relationship with you is integral to all that we do:

  1. Discovery -- Before any planning takes place, we discover what's important to you.
  2. Planning -- Before any commitment is made, we present a detailed, written plan.
  3. Commitment -- Before we become your trusted advisor, we mutually commit to your plan for success.
  4. Regular Progress -- Through targeted strategy, we seek to enhance your wealth and your life.

Investing time to build our relationship with you is time well spent.
History: 

Herbein Wealth Management, LLC is based in Wyomissing, Pennsylvania and manages over $215 million in client assets (as of September 30th, 2010). Our investment approach centers on Modern Portfolio Theory and passive investing primarily through the use of Dimensional Fund Advisors (DFA) funds and BAM Advisor Services' proprietary fixed income portfolio design and execution capabilities.


Herbein Wealth Management was founded in 1999 by the partners of Herbein + Company, Inc., CPAs to satisfy a need in the marketplace where expert financial planners could implement tax efficient investment strategies for clients whereby results could be continuously monitored and changes made when necessary.  It was essential that the client's interests be first and foremost in any decision thus Herbein Wealth Management chose to deliver advisory services for individuals, businesses, trusts, not-for-profits and retirement plans using a fee based model. We offer an advisor relationship built on personal trust and company-wide integrity. An important part of our wealth management services also involves the evaluation and implementation of customized risk management strategies through which insurance commissions may be earned..



When Herbein Wealth Management was formed, we felt it was of utmost importance to surround ourselves with some of the best companies in the financial services industry.

   *
           We established a strategic alliance with the independent firm, BAM Advisor Services, LLC, to help us bring you a powerful team approach to your investment experiences. We have chosen to work with BAM because we are confident that the alliance brings you important benefits, including enhanced service levels; combined expertise and leveraging capabilities; cost-effective solutions; and back-office support that lets us spend more time with you, serving as your investment advisor. BAM was founded in 1997, with headquarters in St. Louis, Missouri. Today it serves a nationwide base of more than 100 Registered Investment Advisor firm clients like ourselves, who particularly value the academically based, cost-effective approach we seek to deliver. Our firm is entirely independent of BAM. We make our own decisions directly with you. At the same time, we share a common approach to high-quality client service.

   *
           Herbein Wealth Management requires that clients (other than certain retirement plans) establish brokerage accounts with the Schwab Institutional division of Charles Schwab & Co., Inc. (Schwab), a registered broker-dealer, member SIPC, to maintain custody of clients' assets and to effect trades for their accounts. Herbein Wealth Management is independently owned and operated and not affiliated with Schwab. Schwab provides Herbein Wealth Management with access to its institutional trading and custody services, which are typically not available to Schwab retail investors. These services generally are available to independent investment advisors on an unsolicited basis, at no charge to them. Schwab's services include brokerage, custody, research, and access to mutual funds and other investments that are otherwise generally available only to institutional investors or would require a significantly higher minimum initial investment.


 
 
Back
 
 

Privatebanking.com
Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.
    Privatebanking.com
   
  Read more  
 
Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
  Read more  
 
 
Home News Library Newsletters Event Calendar Advertise About Contact FAQ
Privacy Policy     Terms of Service
 

©