How do I schedule a time to visit with the advisors at Eminence WM?2021-12-28T19:17:08+00:00

You can visit us online at eminencewm.com to request a visit or email corporate@Eminencewm.com. If you are attending one of our financial workshops, refer to the blue sheet in your workbook for specific days and times we have set aside for workshop attendees. Please circle two or three appointment times on the blue sheet and an Eminence WM Team member will be by to collect your blue sheets at the end of the night. If you have not attended one of our workshops, you can always call our office at 800-329-8475 to schedule an appointment and we will do our best to accommodate you.

Where is Eminence WM located?2022-07-16T01:25:26+00:00

“Our corporate headquarters is in Orlando, FL at 7680 Universal Blvd. Suite 550 32819. Orlando is the home base for our team and a favorite meeting place for our clients, due to the beautiful city views from our conference rooms and our freshly baked treats. Orlando is also fully staffed. We also offer 2 satellite locations for meetings with clients and potential clients who would prefer a more convenient location in Tampa FL:

What are my obligations after my first face-to-face visit?2021-12-17T16:55:27+00:00

There is absolutely no charge or obligation. Many times after the initial face-to-face visit, we can tell folks that everything looks great and no changes are recommended. However, if both parties agree that we could add real value to your situation, we would schedule a second visit.

What happens at a face-to-face meeting with a Financial Advisor?2021-12-17T16:55:15+00:00

We will analyze your current financial situation by reviewing with you all of the information you provide. Then by talking with you and identifying your specific areas of concern, we will be able to determine your needs and goals and make recommendations that are tailored to you. It is a fact-finding discussion.

What should I bring to a face-to-face meeting with my Financial Advisor?2022-07-16T01:28:45+00:00

While you are not required to bring anything to your first meeting, it would be helpful if you brought the following:

  • Your latest financial statements such as Mutual Funds, CD’s, life insurance policies, annuity policies, retirement accounts (IRA, 401(k), TSA, 403(b), etc.), trusts, etc.
  • A copy of last year’s Tax Return, if possible
  • Your completed Retirement Insider Plan Questionnaire, which will accompany the confirmation package that will be sent to you in advance of your visit
  • Any questions you may have or issues you want to discuss
What are your office hours?2021-12-17T16:50:03+00:00

Our offices are open Monday through Friday; 9:00 A.M. to 5:00 P.M. Most client appointments are held on Tuesdays, Wednesdays or Thursdays during our normal business hours. After hour appointments are by approval only.

Is Eminence WM limited to specific companies?2021-12-28T19:19:51+00:00

For assets under management, Eminence WM uses Fidelity Investments. For life insurance and annuities we’re independent. We believe that each investor is unique and no single company is right for everyone. Our goal is to serve you by using the best tools and strategies available.

What are your credentials and background?2022-07-16T01:35:33+00:00

Our financial advisors are all Series 65 (or equivalent) licensed Fiduciaries.