Welcome to Champion Wealth Management
Champion Wealth Management was founded with the guiding principle of providing objective investment strategies for families to help them address their financial goals. We are in the unique position to contribute to the financial success of our clients and our community through our affiliation with LPL Financial, * the #1 independent broker/dealer in the country with over 2,500 employees, who provide assistance with our comprehensive back office, regulatory requirements and oversight, as well as state of the art technological support.
What sets Champion Wealth Management apart from other financial firms and banks? We donít just talk about our dedication to superior client service, we live it. We meet people face to face in the office or at their home to discuss their financial challenges. We stay in touch with you on a regular basis during the good markets and down markets to make sure your portfolio is on track, and we live and work beside you in the community serving individuals and business owners alike. We are structured to be completely unbiased and conflict free, which means the investments recommended for your portfolio are made with your best interest at heart.
At Champion Wealth Management we would like to help you get from where you are now to where you want to be by incorporating your stated goals, risk tolerance and investment time horizon into a realistic and achievable financial plan. Take a look at some of the services we offer.
By keeping our clientsí objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, this office maintains a constant commitment to putting service first.
* As reported by Financial Planning Magazine, June 1996-2013, based on total revenue.