Invest with Purpose
Planning for Wealth works with each client to determine a model or customized portfolio that is designed to help the client work toward their financial goals and objectives (the purpose of the investment). Model portfolios will be customized to your financial situation taking into consideration your limitations or restrictions, the market and economy at the time and your financial situation, goals and objectives.
We will design and implement a disciplined, long-term investment strategy that is sensible, logical, and cost-effective to develop and maintain through the years.
We use an investment platform composed of:
- Mutual Funds
- Exchange Traded Funds (ETF’s)
- Individual Securities
- Separately Managed Accounts
You will receive:
- Discretionary Investment Management
- Portfolio construction aligned with your goals, risk tolerance and time horizon
- Monitoring and Portfolio Maintenance
- Periodic Rebalancing
- Quarterly Performance Reports
- Annual Review Meetings
- Unlimited virtual meetings, emails and phone calls throughout the year, as needed.
Investment Management Fee: Asset Based Percentage Fee
Contact us for a complimentary portfolio review.