Backed by the resources of Warren Averett Asset Management, Emerant Wealth provides you with a team of some of the industry’s most experienced planning professionals who are focused on helping you achieve your goals. Emerant Wealth is an independent Registered Investment Advisory (RIA) firm. We have a fiduciary responsibility to provide investment advice that is always in the best interest of our clients, which means we have no requirements or incentives to sell proprietary products, as we have no ties to a bank or insurance company.

Our goal is to get to know you in order to understand what you hold most important. As we learn about your specific goals, we customize your planning and investment strategy to help you achieve those goals – incorporating your timeframe, risk temperament and other factors that matter to you.

While we do invest your portfolio, our main objective is to focus on your financial plan. We provide a wealth check-up, using an easy to read dashboard tool reporting on your financial health. We focus on the areas of retirement planning, investment planning, estate planning, risk management, education planning, debt management, social security planning and anything else which is important to you and yours.

Yes, you will work with a dedicated investment advisor. Your advisor will offer smart investing and financial planning advice anytime, anywhere, whether it be via the phone, on video or in-person. Emerant Wealth bridges the gap between virtual and personal service.

At Emerant Wealth, we take an in depth and collaborative approach to constructing your financial plan. We will:
•Get to know your specific situation, help you identify your most important goals and uncover the challenges you may face as you work towards those goals.
•Work collaboratively with you in preparing your financial plan and gain insight from the various subject matter experts across our firm.
•Help implement the specific recommendations to improve your portfolio and achieve your goals
•Continuously review, update and monitor the plan, including an easy-to-read dashboard tool, to achieve your objectives through all of life’s changes - both today and long into the future.

Yes. Emerant Wealth has a network of outside specialists that we can recommend you to work with to provide comprehensive wealth planning, if desired. We also have internal affiliate firms that specialize in Tax Preparation, Estate and Trust Services, 401(k) Administration, and Business Valuations.

Our account minimum is typically $250,000 but we look at circumstances individually, which entitles you to a periodically rebalanced, diversified portfolio of low cost index funds.

We are committed to providing our clients with personal interactions and engaging communications. In addition to check-ups with your advisor, you will also receive access to an online portal where you can review your quarterly performance reports. We also provide periodic market updates via email, as well as blog posts (hyperlink) on our website which focus on the market, investing and retirement.

The fee structure is completely transparent: 1% of assets under management up to $1mm. Therefore, the client and Emerant share the same goal: protect and propel wealth. This fee will cover the advisory fee and financial planning.

To get started, contact us by calling 1.844.631.5050 or you can complete the contact form (hyperlink) at the bottom of the page to get in touch with one of our advisors. Once you’ve contacted us, we will request additional financial information to help get the tools prepared to give you the best suggestions possible.

Our priority to safeguard the confidential information of our clients. We are committed to protecting your privacy and maintaining your trust and confidence. Emerant Wealth maintains a detailed privacy policy that outlines our procedures used to secure the confidentiality of client records and information and protect against anticipated threats or hazards to the security or integrity of customer records and information. Privacy notice available upon request.

All clients have access to a customized online client portal where reports with the latest performance can be viewed. Client portals are also accessible from our mobile app that is compatible with iPhone and Android devices. The app and client portal allow clients to access their account valuation, performance and reporting information for authorized users on the account. Values are updated daily. Clients also have direct access through Fidelity.

You can contact us an Investment Advisor by calling 844.631.5050 or emailing contact@emerantwealth.com. You may also submit an inquiry via our contact us form.