LINK WEALTH MANAGEMENT

Link Wealth Management is an independent boutique financial service firm. We guide Clients through a systematic personal and financial discovery process to understand their values and motivations. The knowledge we gain allows us to develop and recommend an implementation plan designed specifically for each Client to help pursue their financial goals. Understanding Client's values and purpose is critical for us to assist in securing their personal objectives. Our partnership with Clients leads to shared responsibilities to move them to where they want to go. We recommend, implement, monitor and adjust our activities to remain aligned to Client goals. Clients execute the recommendations for investing, saving and spending necessary to obtain their desired personal outcome... Our mission is to get to know and understand your needs, wants, short-term and long-term goals. We want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.....

Primary location: Meridian United States