Clients come first at Willink Asset Management LLC. Time tested financial planning and investment advice is what we provide; not the marketing of financial products under the guise of advice. We maintain a fiduciary standard of care in our relationship with you. Sales commissions, referral fees or indirect compensation by others are not accepted. Compensation is by fee only. It is designed to be affordable and competitive.
Our Services
- Financial Planning for Pre-Retirees and Retirees
- Portfolio Management for Individuals and Private Trusts
- Consultation on Investment and Insurance matters
- Consultation on Employer Retirement Plans
Are you doing everything you can to achieve your family's financial goals? Is your portfolio efficiently managed to meet targets for growth or income--after accounting for taxes, inflation, and investment expenses? Will your assets last a lifetime or beyond?
Call Fred Fadel CFP® at 716-655-0097 (877-655-0097 toll free) to compare our services with your needs.
Expect Competence, Convenience, Savings, and Security.
