Private Clients
Advising private clients is a long-term and relationship-guided process. The Financial Advisors at Wunderlich Securities recognize that serving individuals and families requires an understanding of their individual goals and needs. Our approach involves a cycle of service.
Wunderlich's Financial Advisors work with each client to design, implement and monitor a plan that serves the client's needs. We utilize a variety of high-quality investments including stocks, bonds, mutual funds, options and annuities to build diversified and balanced portfolios.
Clients can choose to work with us in the manner that suits them best:
1. Traditional transactional fee accounts.
2. Fee-based accounts
Certainly, our financial advisors utilize the traditional tools to build high performing client portfolios. These traditional tools would include:
- Stocks
- Preferred Stocks
- Mutual Funds
- Taxable Bonds
- Tax-Free Bonds
- Insurance
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- Annuities
- Separate Acct Management
- CD's
- UIT's
- ETF's
- Trust Management
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Wunderlich Securities goes beyond the traditional. Our Financial Advisors bring innovative solutions to our clients that you will not find at the giant wirehouses of Wall Street:
Your account with Wunderlich can begin with our versatile Advantage Account with margin capabilities, check writing, detailed monthly statements and Gain/Loss
Every Wunderlich client is also given a user name and password to view their account online. This system enables the client to see all activity and positions, plus the ability to retrieve 1099's, back statements and confirmations.
