Investor Services

Our Commitment to You

New clients often come to us amidst a life change under time-sensitive circumstances. It's our job to help you along the way with attentive, 'all-hands-on-deck' service. From introductory conversations to ongoing review meetings, we strive to go above and beyond to support our clients from Day 1.

How We Work

Our firm specializes in helping individuals develop personalized retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We work to educate our clients about financial concepts and products, and we try to take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and we find one of the biggest concerns for many is outliving their money. Along with planning, we focus on money management, as well as other issues that are critical to your financial well being.

Services to Support Your Journey

Educational IRA

Traditional, SEP, and simple IRAs

Roth IRA

Individual brokerage accounts

401(k), 403(b) and 457 rollovers

Retirement planning

Tax strategy planning

College planning

Money purchasing plans

Profit sharing plans

Revocable trusts

Irrevocable trusts

Beneficiary reviews

Additional Resources

Take our Portfolio Risk Analysis quiz

Find out how much investment risk you're willing to take on by discovering your Risk Number®.

What's My Risk Number®?
Estimate your expenses, income, & more

Approximations for questions like 'How Much Home Can I Afford?' or 'What's My Potential Estate Tax?'

View All Calculators
Schedule a complimentary consultation with us

Connect with a 4PWT professional. We're happy to answer questions and assist in any way we can.

Book My Consultation

1Neither 4P Wealth Trust, a Member of Advisory Services Network, LLC nor Advisory Services Network, LLC provides tax advice. The tax information contained herein is general and is not exhaustive by nature. Federal and state laws are complex and constantly changing. You should always consult your own legal or tax professional for information concerning your individual situation. 

Learn More About Our Services

Thank you!