Clientfirst Wealth Management, LLC

ClientFirst Wealth Management, LLC is a registered investment adviser founded in 2002, offering financial planning and portfolio management services to individuals and high net worth clients. The firm, owned by Edward P. Mahaffy, operates as a fee-only advisor, providing ongoing investment advice tailored to clients' goals, risk tolerance, and values. ClientFirst's investment strategy includes asset allocation across various sectors and asset classes, such as mutual funds, ETFs, and fixed-income securities, based on client preferences. ClientFirst acts as a fiduciary, obligated to act in clients' best interests, avoiding conflicts of interest and providing impartial advice. The firm charges fees based on a percentage of assets under management, with minimum account balances required for different service levels. Financial planning services are offered as part of the investment advisory services, covering various financial aspects like retirement planning, tax planning, and estate planning. Clients have the option to grant limited power of attorney for investment discretion, allowing ClientFirst to execute trades on their behalf. The firm does not participate in performance-based fees and discloses no disciplinary information. Edward P. Mahaffy, the sole employee, holds professional designations like CFP® and ChFC®, with a background in financial services and a commitment to ethical conduct and client-focused service. For more information, clients can contact Edward P. Mahaffy directly.