Who is The Investment Advisor? What Do We Do?
We help you improve your life by helping you grow your net worth and income.
We provide comprehensive, ongoing, Investment Management for Families, Individuals, Small Business, Mid-Sized Business, Trusts, Estates and Retirement Plans.
The Investment Advisor is a Registered investment Advisory Firm dedicated to helping you navigate the financial complexity of today’s world.
Organized under the Investment Advisers Act of 1940, The Investment Advisor is by definition a fiduciary. We work for you, no one else. bound to put your interests ahead of our own.
We receive no compensation from any financial institution in the management of your investment portfolio.
- From Buying Your First Home to Educating Your Children,
- From Increasing Your Net Worth to Helping You Minimize Your Taxes,
- From Maximizing the Value of Your Business to Increasing Your Income,
- From Planning How to Pay for Your Health Care to Long Term Care,
- From Protecting Your Assets From Those Who Would Seek to Lay Claim to Them, To Creating the Accounts and Managing the Investments That Help You Achieve Your Life Goals and Help You Protect Your Net Worth.
- By Integrating the Advice of Your Accounting and Legal Team Into Your Investment Plan. So, You, Your Family, Your Business, Your Practice and Your Non-Profit Organization Achieve What You Want and Help You Protect What You Have Built.
The Investment Advisor is Your Ally in Helping You Achieve Your Goals.
So, You Can do the Things That Are Important to You and Live the Life You Want.
Louis Wolkenstein is the Managing Principal of the Investment Advisor. We have extensive experience advising clients about their investments.
Lou has advised clients at such firms as Shearson Lehman Hutton, Charles Schwab and Morgan Stanley before he founded The Investment Advisor LLC. He received certifications in Retirement Plans, Investment Management and Estate Planning from Charles Schwab where he received specialized training in these areas.
Lou has experience working with investors on matters pertaining to corporate governance and proxies at Georgeson and Company and Innisfree, investor relations firms. He has experience in banking at Bank of America.
Lou has developed expertise on the 4th Industrial Revolution. He advises clients on its impact on a number of industries including: Health Care, Biotechnology, Telecommunications, Retail, Energy, Traditional and Online Marketing, e-commerce, Finance and other industries.
The Investment Advisor believes in the free flow of information and the exchange of ideas. That no one has a monopoly on points of view. We believe the best approach to helping clients achieve success is to foster a collaborative, multidisciplinary atmosphere. Where clients of The Investment Advisor can choose to become actively engaged in the management of their Investment Portfolio and bring their knowledge and past experiences to the table. We are happy to incorporate your knowledge and wisdom into the process.
We have extensive experience working with client’s accountants, attorneys and other professional advisors. In cases where clients of The Investment Advisor request the firm is happy to help facilitate recommendations from these professionals and implement them in client portfolios.
Request a Consultation at http://www.theinvestmentadvisor.net/InvestmentAdvisor/request-consultation.html
Or Call Us at (877) 414-9021
We Just May Have The Answers to Your Questions
