Wealth Management

Grow your wealth wisely with our strategic and personalized wealth management solutions.

Wealth Management

Investing in the stock market to grow your money is a tricky process. The performance of a stock will change over time. In order to prevent losses, you will need to do your research and invest in the right ways at the correct times. When investing in the market, we believe would be best to work with a financial a professional with an “active” money management approach. But, what exactly does this mean?

plants growing out of coins wealth management concept

Active Vs. Passive Managed Money

Active money management, as opposed to passive money management, involves having an expert there to advise you on how to invest. This can hopefully get you more success in the long run. “Passive money management” means you don’t have someone there to keep up with or look after your investments. This approach might work fine over long periods of time, but as you near retirement, you no longer have time on your side. So, passively managed investments may be riskier. We personally believe that an active approach is best.

Annual Meetings

Our annual meetings with our clients offer an opportunity to check in on them and help them take a comprehensive look at their finances. Furthermore, we can take a look at the success of your current retirement strategy, and suggest how it may be improved.

Checking in on you to make sure everything is still in order is one thing that sets us apart from other companies like us. How do you know your current financial strategy is still working properly? There are a number of factors that can affect your finances over a whole year. However, we can help you stay on track.

For example, some things that may impact your investments include:

  • Your asset allocation could now be out of balance
  • Your portfolio may not be as diversified as you want
  • Your overall financial goals may have changed since last year
  • Or, your life situation could’ve unexpectedly changed
  • Laws also change freqently: For example, tax laws