About Cherry tree wealth management (formerly adam smith advisors)
Cherry Tree Wealth Management (formerly Adam Smith Advisors) is a fee-only fiduciary advisory firm that specializes in investment management and holistic financial planning. The company's mission is to align its clients' personal interests with their financial assets, ensuring that they achieve their long-term financial goals.
At Cherry Tree Wealth Management, the team of experienced professionals understands that every client has unique needs and goals. Therefore, they take a personalized approach to each client's portfolio design. The company offers low-cost portfolios that are tailored to meet the specific needs of each individual client.
One of the key features of Cherry Tree Wealth Management is its commitment to being a fee-only fiduciary advisory firm. This means that the company does not receive any commissions or compensation from third-party providers for recommending specific products or services. Instead, it operates solely on fees paid by clients for its services.
The team at Cherry Tree Wealth Management believes in transparency and open communication with clients. They provide regular updates on portfolio performance and are always available to answer any questions or concerns clients may have about their investments.
In addition to investment management, Cherry Tree Wealth Management also offers holistic financial planning services. This includes retirement planning, tax planning, estate planning, risk management, and more. By taking a comprehensive approach to financial planning, the company ensures that all aspects of a client's finances are considered when designing their portfolio.
Cherry Tree Wealth Management prides itself on being an independent firm with no ties to any particular product or service provider. This allows them to offer unbiased advice and recommendations based solely on what is best for each individual client.
Overall, Cherry Tree Wealth Management (formerly Adam Smith Advisors) is an excellent choice for anyone looking for personalized investment management coupled with holistic financial planning services from a fee-only fiduciary advisory firm committed to transparency and open communication with its clients.