Individual Accounts

 

Individual AccountsThe investment advisers at WCM in Louisville, KY can help you set up an individual account with one of our trusted custodians. The funds can be invested into a stocks, bonds, and other assets. Having a skilled and experienced investment adviser on your side can make all the difference in managing your financial goals.

If you’d like to learn more about getting the most out of your individual account, or if an individual account is something you’re interested in starting, don’t hesitate to contact us or visit our office in Louisville, KY.  You’ll speak directly to a helpful and informative adviser who will answer any questions and, if your objective is to improve the state of your current accounts, can review your statements to determine if they’re best serving you. Whether your financial plan includes preparing for retirement, saving for college, or building wealth, we look forward to helping you get started on the road to achieving your financial goals.