Our Philosophy
Higgins Wealth Management is committed to providing the highest level of Professional Portfolio Management, Service and Ethical Standards in the financial services industry.
WHAT TO EXPECT:
Todd will meet with you and your family to discuss your financial goals and objectives. He will work with you to design an Investment Policy Statement tailored to fit you and your family's unique situation. As a Portfolio Manager, Todd has the experience and licensing to implement and execute the strategies outlined in your Investment Policy. A well designed and implemented Investment Policy will relieve your financial stress and allow you to sleep better at night.
Higgins Wealth Management is backed by a team of Professionals specialized in other areas of your financial health, such as, Will and Estate Planning and Insurance Planning. We work with your other professional advisors to make sure you are moving toward your goals. Our team approach will ensure you are not being sold a piece of the puzzle, but are being helped to solve the puzzle.
If you or your family would like to know more about how Higgins Wealth Management can help, please contact us today.
