Wellth Financial Consulting & Investment Services
Wellth Company Structure
Founded in 1981, and member of Cetera Financial Group, Cetera Advisors LLC is an independent broker-dealer that has grown into a leading provider of services and products to financial professionals nationwide. We provide the benefits and personalized service of a boutique firm along with the resources and financial strength of a large one. Most importantly, we give you the flexibility to run your business in a way that best suits your clients’ financial needs and objectives.
Pershing LLC, is our banking and clearing partner owned by Bank of New York Mellon. Pershing is one our most important business partners allowing me to provide powerful trading and clearing capabilities to my clients who deserve the most sound and responsive execution on the trade orders they communicate to me. Pershing brings a host of resources to me and my clients such as lending options and full access to worldwide securities markets. My clients will appreciate this powerful business relationship upon opening a brokerage or advisory account. You can learn more about Pershing, LLC at: http://www.pershing.com/index.html
Non-Brokerage/Direct Business: Insurance & Investment Companies and Other Alternative Investment Groups
Outside of my brokerage and advisory relationships there are many companies that offer a diverse range of very important products & types of accounts not available through a brokerage or advisory account. This would include insurance-based products such as fixed annuities, life insurance and long-term care, or other long-term investment accounts such as: Non-traded REITs, MLPs (Master Limited Partnerships), individual, joint & custodial mutual fund accounts, 529 Education Savings Plans, and variable annuities. I objectively seek to align myself with the best insurance products, investment companies & alternative offerings based on the needs communicated by clients and I do a great deal of diligence to make sure my clients are getting the best of the market when all relevant facts are considered. Prospectuses will be furnished for any specific product(s) discussed.
MTP2, Michaud Tax Planning & Preparation
As an IRS Registered Tax Preparer I offer tax services on a seasonal basis to include my Cetera clients. I do not represent clients before the IRS as this should be done through a duly qualified professional such as an Enrolled Agent, CPA or actively barred attorney. I offer tax prep & e-filing services as a value-add to my clients and their tax planning. I can offer you a compelling fair market rate on my services and a thorough filing experience. If you are seeking tax preparation services please inquire to see if I am taking on new clients and what my currents rates are. MTP2 is a distinctly separate business entity from Wellth Financial Consulting & Investment Services and Cetera Advisors LLC.
Taxes are a crucial planning consideration in your financial planning and investment decisions whether you do your own tax preparation or have an existing relationship with a tax professional for these services.