A Registered Investment Advisor (RIA) is a firm that provides investment advice and manages client portfolios, adhering to fiduciary standards. P3 Wealth Management is an independent Registered Investment Advisor (RIA), which means we are not tied to any brokerage firm, bank, or proprietary investment products. This independence allows us to provide objective, personalized financial advice and investment strategies tailored to your unique goals and best interests.

At P3 Wealth Management, we tailor our investment strategies to align with each client’s unique financial goals, risk tolerance, and time horizon. By taking a personalized, data-driven approach, we craft portfolios designed to meet your needs while adapting to changing market conditions and life circumstances.

We offer comprehensive wealth management, retirement planning, and investment management services tailored to individual needs. We also offer fee-only written financial plans that provide comprehensive, objective guidance tailored to your financial goals. With no commissions or product sales, our plans focus solely on helping you achieve clarity, confidence, and long-term success in your financial journey.

As fiduciaries, RIAs prioritize your financial interests above their own, offering unbiased advice and avoiding conflicts of interest.

The frequency of meetings is based on your needs, but we offer regular check-ins, annual reviews, and on-demand consultations.

P3 Wealth Management does not custody your assets. We work with third-party custodians to hold your assets, ensuring your investments are secure and transparent. You’ll have direct access to these custodians. 

The process typically begins with an initial consultation (at no charge) to understand your financial goals and needs. From there, we will develop a tailored plan or investment strategy to meet those goals.