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Our goal is simple
Foster a relationship to make your financial life easier and wealthier
At Pira Wealth Management we take a client-focused approach to your finances. As a fiduciary investment advisor, we are legally obligated to do what is best for you, always.
How it works
Here are some of the ways we have helped people like you:
Retirement Planning
Long-term retirement planning to make sure you can fund your goals in retirement. 401k's, Traditional/Roth IRA's, taxable accounts, and much more.
Short & Long Term Investing
Want to take advantage of short-term volatility? We are one of the few fiduciary firms capable of short-term equities and options trading.
Education
Take advantage of our 529 Savings Plans to make sure you have enough for your child's dream university with incredible tax benefits.
General Financial Planning
Your fiduciary financial advisor will take time to learn about your unique situation and put you on a path towards a bright financial future.
Why Choose Pira Wealth Management
Capture Market Gains
The stock market is one of the world's greatest wealth growers. It's important to stay invested for the long term. With our large array of tools, we can help you set up a Taxable account, Roth IRA, Traditional IRA, 529 Savings Plan, and much more!
Fiduciary Responsibility
When it comes to investing your hard-earned wealth, you should be working with someone who has a fiduciary responsibility. Plainly put, it means that we are legally responsible to put your interests ahead of our own. Always.
Low Capital Requirements
Many wealth management companies require $250,000 or more to even start a relationship with them. We believe that individuals should receive professional services too. That's why our capital minimum is $0!
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Kevin Pira, Registered Investment Adviser
Access to portfolio management shouldn't be reserved only for the ultra-wealthy. That's why, as a legally mandated fiduciary, I created Pira Wealth Management.
Our Custodian
Charles Schwab is the award-winning brokerage we use to safely manage your assets
5 Star Rating**
Click here for an independent review of their services
Charles Schwab has received multiple 5 star ratings* and "#1 online brokerage" ratings over several years.
Low Cost
Click here to learn more about Charles Schwab's fees
Charles Schwab offers lower commissions, no ticket charges, no minimums, no technology, software, platform or reporting fees, low financing rates and competitive interest paid on idle cash balances.
Mobile App
Portfolio Management from your phone
Keep track of your portfolio and have access to a wide array of research from your smartphone with the Charles Schwab mobile app.
Service & Support
Click here to learn more about their support options
Get reliable help anytime you need it. 24/7 phone and online support. Over 300 nationwide branches. And specialists who can assist throughout.
FAQ
It All Starts With a Point of Contact
To get in contact, fill out the form below or message us with the website chat feature!