Registered Investment Adviser
Shield Wealth Management (SWM) provides financial planning and investment management services on a fee only basis.
Our investment portfolios are risk managed and diversified.
At SWM, we
- don't sell financial products
- don't charge commissions
- do refer insurance, tax and estate planning transactions to a third party
- are a fee only firm.
Why chose SWM?
If you'd like to
- be able to talk the decision makers directly, ask questions freely
- have in person or online meetings about your finances
- know exactly what you're being charged for
- have an independent financial adviser who doesn't push for products
- work with a boutique firm which is a part of its community
- have your existing retirement plans and portfolios be reviewed by an expert
- have an advocate by your side,
then Shield Wealth Management is the right firm for you.
Please give us a call for a free 20 minute phone consultation to determine whether our services are a good fit for you.
I have been in financial services since 1998 and a licensed investment professional since 2002.
Started my career in banking, worked at full service, discount brokerage and boutique investment advisory firms. These vastly different experiences help me today to see the big picture in a person's finances.
I started Shield Wealth Management in 2010 to be fully objective and independent in my decisions and best serve my clients. If you're looking for a custom plan, a risk managed portfolio, or even to ask simple questions, please email:
firstname.lastname@example.org or call (415) 326-5178.
Bugra Bakan CFP(R), MBA
One Harbor Drive, Suite 300
Sausalito CA 94965