5768 Putnam Drive
John K. Ferry, is a Certified Wealth Strategist® and is committed to helping you create and execute a comprehensive wealth strategy. An approach that integrates a broad set of wealth management issues that are essential to grow, protect, and distribute your wealth. Though each of the 13 Wealth Management Issues may not be applicable to you, the comprehensive set of issues will allow your financial services professional to work with you to uncover gaps which should be addressed and to apply strategies to help improve your financial situation.
Understands and uncovers the key wealth issues high net-worth clients face
Why Choose a Certified Wealth Strategist®?A Certified Wealth Strategist®:
A Certified Wealth Strategist® strives to help clients: