Norvia Wealth Management LLC

Norvia Wealth Management provides ongoing portfolio management, pension consulting, and financial planning services tailored to individual goals, time horizons, and risk tolerance levels. Norvia Wealth Management creates a personalized investment policy statement for each client to guide asset allocation and security selection. The firm's portfolio management services involve continuous monitoring and authority to make trades without asking first. Financial planning services cover investment planning, life insurance needs, tax considerations, retirement projections, college savings, and debt management. Norvia Wealth Management primarily works with individuals, high-net-worth individuals, and retirement benefit plans. The principal owner is Susan Liu, who is also a licensed insurance agent and may recommend insurance products for a commission, creating a conflict of interest.