Emerald Wealth Management Solutions, LLC, was founded after DeAnne Mathis, a CERTIFIED FINANCIAL PLANNER™ professional, was tired of working for a parent company that dictated the types of investments she should sell to her clients.
DeAnne knew that this wasn't fair to her clients, many of whom had different financial goals. And, given the complexity of the financial services industry today, many other clients were confused by the number and type of options available to them.
So, DeAnne decided to set out on her own and create the type of firm she thought was needed in this day and age of rushed and sometimes impersonal service.
DeAnne hired a bunch of great people who share her outlook: to help investors feel comfortable seeking help with their financial goals, and to assist them in a knowledgeable, courteous, and professional manner.
Emerald Wealth Management Solutions, LLC, chose to partner with Commonwealth Financial Network®, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.