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Why Wexford Wealth Advisors LLC?

“Although we work through financial markets, our goal is to help Main Street, not Wall Street.”

Investment Advice Based on the Fiduciary Standard

Wexford Wealth Advisors LLC is based on the fiduciary standard which was established by The Investment Advisors Act of 1940. The fiduciary standard states that an advisor must put their clients’ best interests above their own. They must follow the best course of action, regardless of how it affect them personally or their income. The suitability rule is not nearly as strict as the fiduciary standard. Advisors simply have to give advice that is suitable for a client based on their financial needs, objectives, and specific circumstances. They are not required to give the best advice, just as long as it is not the wrong advice. They are allowed to choose an investment based on a higher commission paid to themselves, as long as it is not to the detriment of the client.

“Taking the complexity out of investing to give you financial confidence heading into retirement.”

Creating a Retirement Paycheck

You’ve worked hard and saved and now it’s time to put your money to work for you. Let us show you how to turn your savings into an income paycheck replacement.

The key to financial success in retirement is not running out of money! So when markets are down, will you be comfortable selling stocks or bonds to fund your retirement? Let us show you how we can take part of your savings and turn it into an income stream. We utilize dividend paying stocks, bonds, and alternative income assets to replace your paycheck without using annuities.

If you prefer the safety of annuities, we can recommend those as well.

Meet Your Advisor

My name is Curtis J. Pritchard and I am the founder of Wexford Wealth Advisors LLC. I started my career in public accounting before managing my family's business for ten years. During this time my passion for investing began. I have worked as a financial advisor at Merrill Lynch, NexTier Bank, and Janney Montgomery Scott. I became an independent financial advisor because I believe in a holistic approach to financial planning which is not beholden to a particular company or set of investment vehicles. We find unique solutions for each of our clients and tailor our financial plans to their individual needs. Please take a minute to fill out the contact information under the contact tab above and we will be in touch shortly to set up your initial consultation at no charge.

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Our Services

 

Investment Planning

At Wexford Wealth Advisors, we believe our client portfolios should be managed to meet the goals of the investor. We achieve positive long-term results for our clients because of our focus on understanding the big picture and providing true solutions. This focus on solutions rather than products has allowed us to build strong, long-standing relationships with our clients and partners.
 

Financial Planning

Financial planning is a four step process. First, the interview is where we gather your financial information and learn about your goals and dreams. Secondly, we take that information and build a customized plan tailored to your goals and dreams. Thirdly, we implement the plan which could be by either using our investment strategies or yours, whichever you prefer. Finally we determine how often we will review the plan to ensure that you are staying on track to meet your goals and live out your dreams.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it.
 

Life Insurance

Life and disability insurance are an essential part of financial planning at all stages of life. Let us perform a comprehensive needs analysis to determine what type of insurance and how much you need.
 

Planning for Business Owners

Growing a business is a difficult undertaking today as business owners must confront a myriad of tax laws and regulations while trying to effectively create products or services, manage their employees, develop and cultivate clients, and do so profitably.
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