Steven CFA's Contact Details

Steven CFA's Company Details

Siligmueller & Norvid Wealth Advisors

, Illinois, United States • 1 - 10 Employees
Financial Services

- Create/maintain comprehensive financial plan and provide customized investment management- Deliver high service at below industry-level fees (starting at 0.75%, financial planning included) - Goal of participating in market gains while focusing on managing risk, at all times.Since 1998, Siligmueller & Norvid Wealth Advisors (SNWA) has provided personalized financial planning and investment management services to high net worth individuals and families, managing $116 million as of 12/31/14. Today, SNWA continues to demonstrate value and trust as a financial partner to our clientele. We deliver/update a comprehensive and highly personalized financial plan. Some clients like periodical reviews on a frequent basis, while others prefer reviews on an annual basis. SNWA is not part of a brokerage firm that sells its own products and/or services. Thus, we provide our clients with objective guidance on investments that best fit their needs. SNWA is an independent U.S. Securities and Exchange Commission ("SEC") Registered Investment Advisor ("RIA"), regulated by the Investment Advisers Act of 1940, with a fiduciary duty to our clients. We embrace our role as a fiduciary, which means we must always act with your best interests in mind.