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Wealth Management Concepts

1658 Oaklawn Drive, Ste. A
Prescott, AZ 86305
Phone:
  • 928-445-2598

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Michael R. Bacci, CFP®

Custom wealth strategies for those seeking experienced client centered solutions.

  

Michael R. Bacci, CFP®

 
 

 

WHY YOU MAY WISH TO CONSIDER WORKING WITH US:

 

1) Our Philosophy:

At Wealth Management Concepts the focus of our investment management philosophy is frequent personal contact with our clients coupled with a "high touch", highly individualized level of service. Our objective is to provide a home where clients know we address their goals, listen to their concerns, and are available to help find answers and to present strategies and solutions.

 

2) You will work with an experienced CERTIFIED FINANCIAL PLANNER
 

The CFP®  certification represents the financial services industry standard of training and education for Financial Planners.  A CFP® practitioner is held accountable to the ethical practices as set forth by the CERTIFIED FINANCIAL PLANNER Board of Standards.  (For more information on the CFP®  certification please go to the CFP®  Board website at: http://www.cfp.net/become-a-cfp-professional/cfp-certification-requirements

(www.CFP.net or call the CFP®  Board at 800-487-1497.)  

 

3)  It is our goal to provide objective advice which is in the best interest of our clients.

 

Wealth Management Concepts emphasizes fee-based portfolio management services.  Securities and advisory services are offered through our broker dealer, Royal Alliance Associates, Inc., however we are not bound by sales quota demands and no one dictates or restricts the selection of investments we offer. 

We work for you and select investments that we feel are most appropriate for your situation. 

 

 

 

As a required disclosure by the Certified Financial Planner Board of Standards, Inc our sources of compensation are:

Commission and Fees

Our compensation structure is primarily fee based compensation with a minimal amount allocated to commission compensation.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck