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Services

How We Work

At Contour Wealth Management, our job is to help you pursue your financial goals. We will work together to create customized solutions for you and your family over the course of your lifetimes. Because financial planning is an on-going process, we prefer to meet with our clients at least once a year.

Fee-based Portfolio Management

Our fee-based asset management program offered through our broker/dealer Cetera Advisors LLC. Through this program, we are able to offer a variety of stocks, bonds, ETFs and mutual funds in a portfolio designed for you based on your risk tolerance.

Our services include:

  • Current investment analysis
  • Asset allocation recommendations
  • Implementation of the recommendations
  • Maintaining and reviewing your portfolio
  • Income needs analysis
  • Distribution strategies for monthly or annual income needs
  • Required Minimum Distribution (RMD) processing

In addition, we provide the following financial planning services:

  • Accumulation goals
  • College planning
  • Retirement income/cash flow planning

Direct Business

We also work directly with mutual fund and annuity companies to bring the most relevant financial products to the table.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

lborgese@contourwealth.com |  610-366-8610