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ABOUT NETWORTH ASSET MANAGEMENT, INC

NetWorth Asset Management Firm

Since incorporation of NetWorth Asset Management, Inc. in January, 2004, our professional team has provided clients with investment planning. Experienced individuals from a variety of fields, the latest systems and technologies combine to give NetWorth Asset Management, Inc. its dependable and dynamic approach to financial planning. NetWorth Asset Management, Inc. has millions of assets under management and serves the needs of clients with net worths ranging from $50,000 to $100,000,000.


MISSION STATEMENT
 

VISION--To be viewed as the BEST in the minds of our clients.

MISSION TO DELIVER--To guide our clients in making the right decisions for their financial future. We will accomplish this through education, communication and service, which exceed our clients' expectations.

COMMITMENT TO OUR CLIENTS

  1. Be committed to our mission.
  2. Set expectations, then strive to surpass them.
  3. Acknowledge a mistake and solve it immediately. 
  4. Do what is in the client's best interest. 
  5. Be proactive when we see an opportunity to help our clients. 
  6. Take the time to educate our clients. 
  7. Clients are why we are here...Treat them with "Tender Loving Care." 
  8. The customer's perception is our reality.
  9. We will be proud, but never satisfied.
  10. To the customer, I am the company.
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The views and opinions expressed in these presentations are those of the author(s) and do not necessarily represent official policy or a position of NWAM or Intercarolina Financial Services

This information is not published by Intercarolina Financial Services. While the information is believed to be accurate, distribution of this material should not be considered an endorsement of any particular investment strategy, product or service described therein. This information is being provided only as a general source of information and is not intended to be the primary basis for investment decisions, nor should it be construed as advice designed to meet the particular needs of an individual investor. Please seek the advice of your advisor regarding your particular financial concerns.

Consult with your tax advisor or attorney regarding specific tax issues.

This data should be used for informational purposes only. The accuracy of this data is not guaranteed.

Securities offered through Intercarolina Financial Services and Intercarolina Advisory Services, Member FINRA, SIPC

3300 Battleground Avenue, Suite 400, Greensboro, North Carolina 27410

NetWorth Asset Management Inc. is not a subsidiary or an affiliate of Intercarolina Financial Services and Intercarolina Advisory Services.



This communication is strictly intended for individuals residing in the state(s) of FL, MN and PA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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