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 Przybysz Wealth Management Exists to Enable Intentional Living 

 

 

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Services

 

Planning

A financial plan can serve as a personal road map. We begin with an in depth consultation of your financial situation, then we create a plan that addresses your specific financial concerns. As your needs and circumstances change, we will make adjustments to your plan to model your needs, objectives and aspirations.

 

Asset Allocation

A customized investment strategy begins with a needs analysis and a risk tolerance assessment. Przybysz Wealth Management considers each client’s tax sensitivity, time horizon and financial goals when designing an investment portfolio. These elements help us determine the proper asset allocation which allows us to design your custom investment portfolio.

 

Portfolio Management

We monitor portfolios on a regular basis. We will also make tactical adjustments based on our own assessment of investment opportunities. Tax considerations and long term planning are additional aspects of our portfolio management.

 

Retirement Planning

We work closely with clients to examine all available options; we then devise a strategy for implementation and maintenance of their customized retirement solutions. From opening an individual retirement account to advice on setting up a 401k for your business, Przybysz Wealth Management provides solutions and guidance in planning for the years to come.

 

Estate Planning

We help clients take care of the people and the organizations that are the most important to them. For clients who wish to leave a legacy, Przybysz Wealth Management and Przybysz and Associates, CPAs can handle all of your needs.

We are pleased to have this opportunity to introduce ourselves to new acquaintances and to provide information to our clients. If you have any questions or comments, please email us at haydenp@selectlanding.com

Fort Smith Location

4200 Jenny Lind, Suite B
Fort Smith, Arkansas 72901

Phone: (479)649-0888

Fayetteville Location

2594 E. Joyce Blvd., Suite 1
Fayetteville, Arkansas 72703

Phone: (479)444-8200

Bentonville Location

2403 SE Cottonwood St
Bentonville, Arkansas 72712

Phone: (479)254-2877

 

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AR and OK. This is not an offer to sell securities in any other state or jurisdiction.

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