Client Relationship Summary

EMINENCE Wealth Management, Inc.

Effective Date: January 1, 2024

EMINENCE Wealth Management, Inc. (“we,” “our,” or “us”) is a registered investment adviser located in Orlando, FL. This Client Relationship Summary provides an overview of the services we offer, and the standards of conduct we follow when serving your financial needs. Our Services
We provide personalized investment advisory services tailored to meet your financial goals. Our offerings include:

  • Portfolio Management: Customized investment strategies designed to align with your risk tolerance and objectives.
  • Financial Planning: Comprehensive plans addressing retirement, education, estate, and tax planning.
  • Investment Consulting: Guidance on selecting and managing investments.

Our advisory services are offered on an ongoing basis, and we work closely with you to adjust your strategy as your goals or circumstances change.

2. Our Fiduciary Duty

As a registered investment adviser, we act as a fiduciary for our clients. This means we are obligated to act in your best interest at all times, providing advice that is transparent, objective, and aligned with your goals.

CONTACT EMINENCE WM

Contact Eminence WM