Listed In: Investment Services Firms
For more than three decades, Childress Wealth Management Team has focused on helping clients navigate a wide variety of markets and financial situations, and assisting them with the accumulation, preservation and transference of wealth. We are experienced in retirement strategies, exit planning and… For more than three decades, Childress Wealth Management Team has focused on helping clients navigate a wide variety of markets and financial situations, and assisting them with the accumulation, preservation and transference of wealth. We are experienced in retirement strategies, exit planning and business succession.Our mission is to first invest our time in understanding what's important to you. In this way, we can prepare personalized investment strategies and solutions that best align with your risk tolerance and time horizon.We also collaborate with your other trusted advisors, such as your attorney and CPA, to ensure a holistic approach and comprehensive strategy that leverages everyone's skills. We are confident that when working together, we can help you develop a complete, tailored strategy to achieve your financial goals. Read more
Business Hours
M-Th 8:30am-5pm, F 8:30am-4pm, Sa-Su Closed
Services
Financial Advising, Investment Management, Investment Funds, Stock Broker
Specialties
401(k) Rollovers, Roth IRA, 529 College Savings Plan, Life Insurance, SEP IRAs, Traditional IRAs
Languages
English
