As part of our work together, Firefly Wealth Management offers the following services:

01. Comprehensive, Individualized Financial Planning

  • A guide to reaching your financial goals and objectives with actionable to-do’s.


  • A clear layout of your investments, net worth and cash flow.


  • We will cover topics such as tax planning, insurance coverage analysis, investments, company benefits, long-term care and estate planning.


  • We will analyze your current course of action and potential alternative scenarios such as: retiring early, saving for college education(s), selling or purchasing a home.


  • Assistance with implementing any recommendations, monitoring progress and updating your plan.

02. Investment Management

  • Investment recommendations and implementation based on your unique goals, time horizon and risk tolerance. 



  • Allocation and disciplined rebalancing of accounts.


  • Tax efficient strategies.


  • Diversification of concentrated positions.

03. Estate Planning / Family Discussions

Firefly Wealth can either refer you to, or work with your current estate attorney, to help ensure your estate documents reflect any suggested strategies or needed changes. 

04. Philanthropy and Value-based Investing

For clients who are charitably inclined, or who want their investments to reflect their values, Firefly Wealth will work with you to create an appropriate portfolio. Charitable donations may have certain tax advantages. Please contact us to discuss. 

Pricing

Ongoing Investment Management and all other services offered


Firefly Wealth Management acts in a fiduciary capacity and is fee-only, meaning you pay for the advice Firefly Wealth Management provides. 

In general, our fees begin at 0.90% of managed assets which we feel accurately reflects the high level of service provided, including ongoing financial planning. If you are paying more, please contact us to see how fees may be negatively impacting your portfolio. In a long-term relationship with an investment manager even a small difference in fees can have a large impact on your portfolio over time.


We strive to provide a fee that works best for both parties. Let’s discuss what works best for your situation.

Stand Alone Financial Plans


In general, the negotiated fixed rate for creating client financial plans is between $5,000 and $ 15,000. This includes an analysis of your current situation and up to three additional scenarios (for example: retiring early, buying a home, or how and how much to fund for college). Specific guidelines will be discussed on an individual basis.

Joshua Levine is a CERTIFIED FINANCIAL PLANNERTM.
Firefly Wealth Management is a member of the Schwab Advisor Network.

WARRANTIES & DISCLAIMERS
There are no warranties implied.


Firefly Wealth Management LLC is a registered investment adviser located in Cleveland, Ohio. Firefly Wealth Management LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Firefly Wealth Management LLC ’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Firefly Wealth Management LLC ’s web site on the Internet should not be construed by any consumer and/or prospective client as Firefly Wealth Management LLC ’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Firefly Wealth Management LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Firefly Wealth Management LLC, please contact the state securities regulators for those states in which Firefly Wealth Management LLC maintains a registration filing. A copy of Firefly Wealth Management LLC ’s current written disclosure statement discussing Firefly Wealth Management LLC ’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Firefly Wealth Management LLC upon written request. Firefly Wealth Management LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Firefly Wealth Management LLC ’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.


This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.


These materials have been independently produced by Firefly Wealth Management. Firefly Wealth Management is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Firefly Wealth Management provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.