Wealth Management Services

 

At October Wealth Advisors, it is our mission to provide our clients with the investment advice they need to achieve their financial goals.

We manage several different types of accounts including:

  • Retirement Accounts (IRAs)
  • Individual Accounts
  • Educational Accounts
  • Foundation Endowment Funds
  • Educational Endowment Funds

We offer comprehensive portfolio management services that are tailored to the financial needs of each client.

We specialize in the following areas of portfolio management:

  • Equity
  • Common Stocks
  • Preferred Stocks
  • Equity ETFs (Exchange Traded Funds)
  • Equity Mutual Funds
  • Fixed Income
  • Municipal Bonds
  • Corporate Bonds
  • Fixed Income ETFs (Exchange Traded Funds)
  • Fixed Income Mutual Funds

Whether you are just starting to save, are nearing retirement, or have just retired, we can help develop and manage a portfolio that is right for you!