What We Do
- Life Changes
- Career Advice
- Personal Finance
- Retirement Planning
- Investment Advice
- Tax Advice
Common Questions We Help Our Clients Answer
- How can I plan for the future in the most tax efficient way?
- How should I approach my stock options to ensure I’m not wasting any money?
- What can be done today to ensure I’m not throwing away any of my employer sponsored benefits?
- How can I ensure that I’m truly maximizing my earning potential early on and in doing so, getting paid what I’m worth?
- What can I do today to decrease my tax burden?
- How do I protect myself from liability of getting sued either by clients or from whatever could happen?
- What can I do differently to grow my money more effectively?
- How should I approach paying off my student loans?
- How can I grow my rental property empire in a smart way?
- Do I need an estate plan and if so, how should it look?
Still have questions?
How does Progress Wealth Work?
Once you , you’ll get to talk to one of our advisors and see if it’s a good fit. If it is, they’ll help you understand what you need to do next to start seeing progress.
Is my money safe?
At Progress Wealth Management, we use Betterment Securities to hold our clients money and support our trading technology. Betterment Securities is a Member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org. What you should remember is that the SPIC does not protect against market changes in your investing account.
Individual Cash Reserve accounts have FDIC insurance up to $1,000,000.00 and joint Cash Reserve accounts offer up to $2,000,000 in FDIC insurance once funds are deposited into our program banks.
Funds deposited into Checking are FDIC-insured up to $250k for individual accounts and up to $250k per depositor for joint accounts, provided by nbkc bank, Member FDIC. Explore further details about FDIC insurance.
Will I have a financial advisor?
You’ll have a designated CFP who you’ll work with directly having meetings with at least once a year, having their direct contact number, be able to text them and email them whenever you need.
What happens behind the scenes?
Our team of investing experts make decisions about our portfolio strategies and fund selection with the help of an external committee of economists, PhDs, and industry experts.
More than just a portfolio management team, our experts work to develop improvements to our Tax Smart technology, our cash analysis tools, and other advanced strategies.