Benzina Wealth is a fee-only registered investment advisor offering wealth management services to individuals and high-net-worth individuals. Benzina works with clients to develop and implement financial plans, monitor progress, and recommend changes as needed. Financial plans may address business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Benzina also provides investment management services, creating and managing portfolios based on client goals, risk tolerance, and time horizon.
Fee Structure
Benzina Wealth includes investment management services as part of its wealth management offering. There is no separate fee for investment management.
