Wealth For you Financial, LLC

Wealth For You Financial, LLC serves individual and high‑net‑worth clients, providing comprehensive and ongoing financial planning, discrete financial consulting engagements, and discretionary portfolio management. The firm co‑manages client assets with a sub‑adviser and implements customized model portfolios, overseeing roughly $65 million in discretionary assets under management.

The firm’s approach pairs client goal setting and risk‑tolerance assessment with third‑party sub‑advisers to implement investment strategies, retaining discretionary authority to select, replace, and reallocate among model managers and to rebalance portfolios as needed. Recommended investments commonly include exchange‑traded funds, mutual funds, and bonds, and the firm attempts to match each client’s objectives to a sub‑adviser’s investment style and methods.

A distinctive feature of the firm is its ownership links to both an insurance agency and a tax/accounting practice; advisory personnel may be licensed to sell insurance and tax preparation is provided through an affiliated tax firm, each of which the brochure identifies as separate business lines with separate fees. The brochure discloses these affiliations and describes policies intended to address the resulting conflicts of interest, and it notes that clients are not required to use affiliated providers.