Our team of experienced, knowledgeable professionals is dedicated to helping you achieve you realistic financial goals. We are dedicated to providing you with ethical investment strategies guided by wisdom, insight, inspiration, and practical skill. We communicate with you regularly and comprehensively to keep up with your life changes and to be sure to understand your ongoing goals, preferences, and risk tolerance.
Challenger Wealth Management is based on the principle that education and understanding of our clients’ financial situation is vital to successfully making decisions concerning their future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at 949.754.0464.
Choosing Challenger Wealth Management, Inc. as your investment advisor may be your most important financial decision. With our years of experience and wide range of products and services, we can help you meet your short- and long-term financial goals.
Successful investment management relationships begin with a clear understanding of each client's specific needs, concerns and long-term objectives. Investment time horizon, income and liquidity requirements, prior investment experiences and tolerance for risk are all factors that help us to build the framework for your Fiduciary relationship. This framework becomes our guide in developing the asset allocation strategy and in selecting the individual securities that will make up your portfolio.
At Challenger Wealth Management, Inc., we work closely with each client. Our main responsibilities include not only managing your portfolio but also managing all other aspects of our client relationship. When establishing a new portfolio and throughout the management process, great care is taken to explain the potential risks and returns of various investments. Asset allocation and diversification are key factors in the overall potential success of an investment program. Each portfolio is individually managed, providing flexibility in controlling transaction costs and enhancing portfolio tax efficiency.
The result of our close personal contact has created a tradition of long-lasting client relationships. As professionals, we regard the single most important item of consideration the responsibility of preserving the confidentiality of all client matters. Our overriding principle, which guides all of our actions, is our responsibility to the client and our true objectivity. Our interaction with you will reflect our honesty and concern for your interest, not ours.
Investment Advisor Representatives and Stock Brokers with Assets Under Management of at least 10,000,000 are encouraged to consider joining our team. You must be a team player willing to work hard and to always put your client’s interests first. Honesty and integrity are the backbone of our business. Your U-4 must be clean. Our pay-outs are very competitive. Email your resume’ to firstname.lastname@example.org
Non-compensated internships and mentoring opportunities are available to candidates interested in learning the business. You must be quick and sharp, hard working, a team player, dependable, responsible, and willing to contribute when and as needed. Email your resume’ to email@example.com
We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 949.754.0464.
We look forward to hearing from you.