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Galliano Investment Advisor Services by DeRamus Wealth

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What is meant by investment adviser?

An investment adviser is an individual or firm which gives advice about securities to their clients. As an example, an investment advisor near Galliano, LA that receives compensation for giving advice on investing in bonds, mutual funds, stocks, or exchanged traded funds. In some cases, an investment adviser will manage portfolios of securities.

While most financial planners are investment advisors, not all investment advisers are financial planners. A financial planner's duties will typically include assessing all aspects of a client's portfolio, including their savings, insurance, investments, funds for retirement, taxes, and estate planning.

Before you choose an investment advisor or other financial professional near Galliano, LA, you should know exactly what services you need, and whether they can provide them. At DeRamus Wealth Management, we work with a wide range of clients with a variety of needs. When you work with us, we will take the time to understand your specific needs. We can offer a host of services that can help you or your company reach your investment goals.

For what reasons should I work with an investment advisor?

First of all, an investment adviser is someone who doesn't just make short term decisions based on the present day of investments. Instead, they use their experience to analyze the past, present, and future of various investment options. Their entire career is based on researching and understanding the investment market.

Second of all, an investment advisor is able to update your investment plan as needed. You may be able to find a smart investment now, but keeping up on the latest changes in that and other investments can be quite a challenge. DeRamus Wealth Management monitors your investments regularly.

Why is DeRamus Wealth Management the right choice to be my investment advisor?

We have worked with many different types of clients near Galliano, LA, including individuals, Fortune 1000 corporations, and everyone in between. When you choose DeRamus Wealth Management, you're choosing an investment advisor who will provide you with a personal approach. We do not believe that one-size-fits-all investment plans are good for you, because we know that your needs are unique. That's why we will assess your individual needs before we offer an investment plan.

If you believe that experience plays a large role in building an exceptional investment adviser, then DeRamus Wealth Management is the firm to choose. Our CEO alone has over 15 years of experience, and he's worked in business, financial services and real estate.

Why is it Important to Hire an Independent Investment adviser?

We are proud to be an independent firm near Galliano, LA, which we believe is essential to providing our clients with unbiased investment advice. Many investment advisors are employees of their firms. This means that they'll charge their clients a fee instead of a commission, just as we do. However, they may also receive other incentives from their employers for directing their clients to particular proprietary products or using in-house research. We believe that this corrupts the process, as it encourages an investment adviser to recommend one product over another. For this reason, we remain independent and have no motivation other than the success of our client's investments.

Why should my investment advisor have soft skills and what does the term refer to?

Soft skills are an important consideration when choosing the right investment advisor. They are the skills that you can't quite quantify, but are essential nonetheless. The term refers to factors like compassion, a sincere interest in the financial future of clients, and compassion. Our expertise and experience are top notch, but we are also proud of the soft skills we bring to our clients.

We truly take a personalized approach to every client with whom we work. We strive to provide each client with exactly the level of communication that they're looking for. For example, some clients seek a hands off approach, and want us to make the major decisions. Other clients may want to be extremely involved in the process, and want to know the reasons behind our decisions and suggestions. We look to find the perfect level of communication for your needs. When you choose DeRamus Wealth Management, you're choosing a company that understands the importance of honesty and integrity in the investment advisor process.

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Securities and Advisory Services offered through VSR Financial Services, Inc., a Registered Investment Adviser and member FINRA/SIPC. DeRamus Wealth Management, LLC is not affiliated with VSR Financial Services, Inc.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we are registered in AL, AZ, CA, CO, FL, GA, LA, MT, NJ, OR, TX and VA. If your resident state is not listed, please contact us at 972.235.9090. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.
 

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