S.O.A.R. Wealth™ is an automated investment management program for new and emerging investors designed to grow your wealth. In addition, we can create a roadmap for your financial future through budgeting, debt management, and consistent investing.
At S.O.A.R. Wealth, we focus on your financial future. We can assist you with investing, budgeting, managing your debt, saving for a new home, and more! We will help you organize your financial life and start a plan towards independence.
Our philosophy is to create a diversified portfolio of low-cost funds invested in stocks, bonds, or cash based on your financial goals, risk tolerance, and time horizon. The investment platform is built by Betterment For Advisors.
Spencer can be reached at firstname.lastname@example.org
Bill can be reached at email@example.com
Janet can be reached at firstname.lastname@example.org
Yes! Everyone can benefit from financial advising. We can help you make your best financial decisions at any income level.
We will work with you to help you establish the right balance of risk to reward for your investments.
The annual fee for S.O.A.R. Wealth is .50%. The fee covers your investment and planning.
Parrott Wealth Management, LLC (PWM) and SOAR Wealth have no affiliation to Betterment for Advisors. Investments are not guaranteed nor FDIC insured. Prices, yields, and account values change daily. We do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Parrott Wealth Management, LLC is an independent, fee-only, fiduciary registered investment advisor and is the sole owner of SOAR Wealth Management.