Our Services

Financial Planning

Financial planning is the roadmap to a secure and fulfilling life, as you define it. We provide comprehensive planning: Not just for investments—but for everything from debt management to college funding to generating the retirement income you’ll need.

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Investment Management

Successful investment management starts with discipline. It is the cornerstone of your financial future. At Black Knight Wealth Management, we manage your assets as if they were our own.

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Estate Planning

Proper estate planning helps to ensure that your heirs receive the greatest amount of your wealth possible, in an easy and efficient manner. It often goes hand in hand with charitable giving.

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Tax Advice

Often, the tax savings we identify are greater than our fees—essentially making our services free.

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FAQ

  • What is a fee-only fiduciary advisor?

    A: Fee-only advisors are registered investment advisors with a fiduciary responsibility to act in their clients' best interest. Additionally, they do not accept any compensation based on product sales. Fee-only advisors are generally seen as providing more comprehensive advice, and having fewer inherent conflicts of interest, than brokers. A fiduciary is a party who is sworn to act in the best interests of his or her clients. Fiduciaries must avoid or clearly disclose any conflict of interest and must place clients' goals ahead of even their own business goals. A doctor, lawyer and CPA are all examples of fiduciaries. Black Knight Wealth Management is a fiduciary. Most stockbrokers or Financial Advisors at the big-name firms are NOT fiduciaries and only abide by a much lesser "suitability" standard.
  • Where is clients’ money kept?

    We keep client assets with an independent, third-party custodian in order to assured their safety. NSWA personnel have no direct assets to client money. Our primary custodian is Charles Schwab & Co., one of the largest and most respected firms in the financial industry.
  • What is your investment approach?

    A: Our approach is firmly grounded in each client’s specific situation and goals. Investing for a clearly defined long-term objective—such as a comfortable retirement or funding college —helps to create the focus and discipline that are vital for your success.

    Each of our investment recommendations is different, because each of our clients is different. In constructing our portfolios, we eschew shortcuts and fads, relying instead on the proven principals of Modern Portfolio Theory as laid out by Nobel laureates such as Harry Markowitz, Merton Miller and William Sharpe. This knowledge helps us to harness markets’ rewards and avoid their pitfalls to the greatest extent possible.

    Finally, while portfolio appreciation is important, what really matters is the amount of money that you keep. Thus, we use low-cost vehicles such as institutional-grade mutual funds and exchange-traded funds. And we employ tax-management strategies to preserve as much of your wealth as possible.

  • What are your fees?

    A: We do not accept commissions from products we recommend. Your actual fee depends upon assets under management. Our fee schedule starts at 0.70% and are billed quarterly in advance and are refundable if you cease to be a client. Please note that the minimum annual fee is $1,000.
  • How is my privacy protected?

    A: Black Knight Wealth Management fully complies with all privacy laws pertaining to our industry. We do not release information to any party not specifically named on your account (other than legal and regulatory authorities) unless we receive your explicit permission to do so. Once a year, our clients receive a copy of our privacy policy, which details exactly how we protect your information.
  • How do I move my assets?

    A: Assets are typically transferred from custodian to custodian directly. You accomplish this by simply opening a new account with our custodian Charles Schwab & Co. and signing asset transfer forms that will move your assets. Cash assets can simply be deposited by check or wire transfer into your brokerage account.

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Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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