Personal Consultant Services

Personal Consultant Services … provides a fee-based investment advisory platform supported by tax and financial consultation. The Personal Consultant Services is a limited practice so all clients are assured personal attention and representation. It is based on a philosophy of understanding the client’s objectives, entering into a partnership with the client, and accepting fiduciary responsibility to work on the client’s behalf. The consulting service is designed for clients with investment portfolios of up to $10,000,000.

Dr. Lovett works closely with the clients of the firm identifying investment objectives and implementing the strategies to accomplish those objectives. Firm services address designing a personal investment policy statement, identifying tax-efficient portfolio positions, establishing a wealth preservation asset allocation, and implementing strategies specifically unique to each individual client.

Dr. Robert D. Lovett, CFP® is Managing Director of Astwell Consulting, LLC. Dr. Lovett has earned a Doctorate in Business Administration, Accounting, and a Master of Science, Taxation, and the CERTIFIED FINANCIAL PLANNER™, CFP® certification. Dr. Lovett is a member of the Academy of Financial Services, the Academy of Finance, the Financial Planning Association (FPA), and Sigma Beta Delta International Honor Society for Business, Management and Administration. (continue>>)

Dr. Robert D. Lovett, CFP®