The Personal Wealth Coach is a fiduciary, fee based, investment advisory and portfolio management firm.
We design and manage investment portfolios for individuals, families, and trusts on a fully disclosed fee basis as fiduciaries. Additionally, we provide financial planning and general investment advice, again on a fully disclosed fiduciary, fee basis. We are qualified to manage individual defined contribution retirement plans as well as provide advice and management services to participants in 401k, 403b, and other employer sponsored plans. We do not sell securities, however we have the ca...
Current Hours
- Sun CLOSED
- Mon 8:30 AM - 5:30 PM
- Tue 8:30 AM - 5:30 PM
- Wed 8:30 AM - 5:30 PM
- Thu 8:30 AM - 5:30 PM
- Fri 8:30 AM - 5:30 PM
- Sat CLOSED
-
Fri 8:30 AM - 5:30 PMOPEN NOW
- Location TypeHQ
- Opening Date1982
- Annual Revenue Estimate$500,000 to $1 million
- SIC Code show
- Employees10 to 19
- Contactsshow
- President Jeffrey McClure
- Phone 254.947.1111
- Email [email protected]
- Scheduling Christy Rakowitz
- Phone 254-947-1111
- Email [email protected]
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