After meeting with our clients and taking the time to understand their unique financial needs, We develop a plan of action to achieve our clients desired goals. Whether it’s capital preservation in order to leave a legacy, or building their nest egg for retirement, our objective is to give our clients financial peace of mind.
- What is your financial objective? After our consultation, we determine your unique investment policy based on your goals and time horizon, and then work within your risk tolerance.
- What will your strategy be? Based on your objectives, we can recommend an investment strategy and use an asset allocation model designed to provide proper diversification, taking advantage of different market sectors. We use tax strategies to retain as much of your capital for retirement or generational transfer of wealth.
- What investments are right for you? At RW Wealth Advisory Group, we have access to world leading market research and best-in-class 3rd party managers at our fingertips. We work with you to identify an investment program and strategy that works with your asset allocation.
- Monitoring your portfolio. As your advisory team, we consult with you regularly to determine whether short or long term changes are needed in the asset allocation strategy or investments in your portfolio.
