Wealth Accumulation

Wealth accumulation involves a lot more than figuring out how to make your investments grow. When we sit down to discuss wealth accumulation, we start by talking about what you’re investing for – retirement, college or another goal.

Understanding your priorities helps us develop the right wealth accumulation plan for you. It helps us understand your investment needs, identify the right asset allocation, find suitable types of securities – all within your tolerance for risk.

We’ll look at your current investment portfolio and at a lot of things outside your portfolio, too. We’ll look at your cash flow, your ability to earn and accumulate wealth, your personal insurance coverage and your emergency funds.

We believe in being comprehensive.

We also believe everything needs to be quantified. In a wealth accumulation plan, you need numbers to define your goals, determine your asset allocation strategy, choose investments and measure your progress. This is fundamental to creating an investment portfolio, building wealth and making sound decisions.

Some portfolios need alternatives outside of stocks and bonds. If that’s the case with you, we’ll find the diversification by considering everything.

And we’ll help you understand the tradeoff – the risk and potential return – of all your options.

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There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and/or asset allocation does not protect against market risk.

 All investing involves risk including loss of principal.