Why may independence be important to individual investors? Well, for one, your future financial success may depend on the type of investment guidance you get today. In an increasingly complicated era, pursuing your financial goals depends on objective guidance; meaningful, timely information and research; and access to the investments and services that best fit your specific circumstances.

My independence affords you the potential benefit of personalized and objective investment strategies based on your unique time horizon, financial objectives, risk preferences and tax considerations. Being independent means I am free to recommend only those products and services that address my clients’ needs – that is, no quotas or pressure to sell proprietary products. Independent research enables me to choose investments solely on the merits of their characteristics and their suitability for your financial goals.

At Daikovich Wealth Management, we seek to contribute to the financial success of our clients and our community – while taking full advantage of comprehensive back-office support, regulatory expertise and oversight, as well as technological support provided by LPL Financial, the largest independent broker/dealer in the country.* These advantages are passed on to our clients in the form of exceptional and personalized service. After all, it’s my reputation on the line.

Choosing the right resources to manage your wealth is one of the most consequential decisions that you will ever make. During the periods of increased uncertainty in financial markets is when you most need objective guidance. I invite you to my office for a complimentary portfolio review and discuss how I may be of service. In the meantime, please feel free to contact me if you have any questions at 714.523.9000

*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.