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$100
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Investment Options

Thank you for your interest in Fulgent Wealth Management. Your financial goals, preferences and risk tolerance are unique to you. We start our engagement with an in depth, free-of-charge, 60-minute conversation to learn more about you, your financial values and what is important to you. After that, we will:

  • Model and explain your portfolio investment options and allocations in detail.
  • Run simulations on tax status, risk profile and life expectancy.
  • Create a custom portfolio based on your volatility (risk) tolerance and financial objectives.
  • Equip you with your financial plan.

We look forward to talking with you!

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