A registered representative at Centaurus Financial, Inc., Atul Makharia is a Series 7 and Series 63 certified finance professional who has been working as a broker for over two decades. As a senior wealth advisor with Cola Wealth Advisors, Atul Makharia offers wealth and investment management services to his clients.
People who invest without a comprehensive strategy in mind can end up with a series of disconnected investment accounts. To avoid this and to maximize the value of one’s investments, an investment manager can be a valuable resource to help one execute a cohesive plan. It is the investment manager’s responsibility to keep track of their client’s investment performance and to re-balance client assets if something is not working.
An investment manager is also a valuable asset to have when dealing with complicated financial issues, such as inheritance or retirement planning. It might also be worth having a consultation with an investment manager in preparation for a major life event, such as marriage, where a financial advisor can help their client reorganize financial assets and how those assets will be allocated in the event of unforeseen or untimely circumstances.
Securities and advisory services offered through Centaurus Financial, Inc. Member FINRA and SIPC, a Registered Investment Advisor. Centaurus Financial, Inc. and Cola Wealth Advisors are not affiliated companies. Please visit Cola’s website for more information: https://www.colawealthadvisors.com/.
People who invest without a comprehensive strategy in mind can end up with a series of disconnected investment accounts. To avoid this and to maximize the value of one’s investments, an investment manager can be a valuable resource to help one execute a cohesive plan. It is the investment manager’s responsibility to keep track of their client’s investment performance and to re-balance client assets if something is not working.
An investment manager is also a valuable asset to have when dealing with complicated financial issues, such as inheritance or retirement planning. It might also be worth having a consultation with an investment manager in preparation for a major life event, such as marriage, where a financial advisor can help their client reorganize financial assets and how those assets will be allocated in the event of unforeseen or untimely circumstances.
Securities and advisory services offered through Centaurus Financial, Inc. Member FINRA and SIPC, a Registered Investment Advisor. Centaurus Financial, Inc. and Cola Wealth Advisors are not affiliated companies. Please visit Cola’s website for more information: https://www.colawealthadvisors.com/.
