Westbourne Investment Advisors, Inc.
Investment Bank/Securities Brokerage - Bethesda, MD, US
Westbourne Investment Advisors, Inc. Employees
Westbourne Investment Advisors, Inc. Senior Management
Westbourne Investment Advisors, Inc. Details
Westbourne Investment Advisors, Inc. (WIA), located in Annapolis, Maryland, is a Registered Investment Advisor (RIA), providing personalized investment management.As a Registered Investment Advisor (RIA), Westbourne serves as a fiduciary, required to act in the best interest of clients.Independent: We are not tied to any specific investment products and receive no commissions; therefore we provide independent customized advice and provide hands-on concierge service. We differ from brokers as fee-only independent fiduciaries – paid as a percent of client assets. This aligns our interests with our clients' objectives: preserving and growing their wealth over time.Prior to managing a portfolio we review a client's investment goals and return objectives to determine a suitable asset allocation. Key factors in portfolio construction include a client's age, income requirements, income tax picture, estate planning objectives, and risk tolerance. Our commitment is to the ongoing supervision of a limited number of client portfolios. The close relationship with our clients aids us in selecting the most suitable investments to achieve each client's desired investment results.
Westbourne Investment Advisors, Inc. Technologies
Email Providers
Outlook
Load Balancers
Varnish
CMS
Wix
Other
Mobile Friendly
Hosting
Google Cloud Hosting