Question 1

What is the primary focus of Schreck Wealth Management?

Accepted Answer

Schreck Wealth Management's primary focus is to help clients reach their long-term financial goals through sound money management, reasonable expenses, and always putting their interests first. They aim to aid clients through the changes in their lives as a friendly and approachable partner.

Question 2

What services does Schreck Wealth Management offer?

Accepted Answer

Schreck Wealth Management offers a wide range of services, including reviewing clients' overall financial situations, prioritizing goals, retirement planning, investment management, college savings, estate planning, tax reduction strategies, and insurance (life, disability, and long-term care) consultations.

Question 3

What is Schreck Wealth Management's approach to financial planning?

Accepted Answer

Schreck Wealth Management believes that financial wellness is a large part of their clients' overall well-being. Their approach is to work closely with clients, understanding their unique situations and goals, and developing customized strategies to help them achieve long-term financial success.

Question 4

What are Schreck Wealth Management's credentials?

Accepted Answer

Schreck Wealth Management, LLC offers investment advisory and financial planning services through Belpointe Asset Management, an investment advisor registered with the Securities and Exchange Commission (SEC). However, registration with the SEC does not imply any specific level of skill or training.

Question 5

Where can I find more information about Schreck Wealth Management and Belpointe Asset Management?

Accepted Answer

Additional information about Belpointe Asset Management's registration status, business operations, services, fees, and current written disclosure statement is available on the SEC's Investment Adviser Public Website at https://www.adviserinfo.sec.gov/.

Schreck Wealth Management

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About Schreck Wealth Management

Frequently Asked Questions about Schreck Wealth Management

What is the primary focus of Schreck Wealth Management?

What services does Schreck Wealth Management offer?

What is Schreck Wealth Management's approach to financial planning?

What are Schreck Wealth Management's credentials?

Where can I find more information about Schreck Wealth Management and Belpointe Asset Management?

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