"A"sset Allocation


With a working relationship established and goals defined, the groundwork is in place to discuss the types of investment and financial vehicles that are available to assist you on your journey. This is also the point where the discussion takes place regarding which of those vehicles may be appropriate in your specific situation based on your tolerance for risk in a number of areas. Coupled with a review of what has been learned about you and your situation up to this point it might even be necessary to go back a step and re-establish the goals. Remember, your goals should be clear, definable AND attainable.

We believe it is important to provide you with honest feedback and guidance in establishing and maintaining your financial strategies. After all, the assets and the goals are YOUR’S. W.E.A.L.T.H. Professionals, LLC exists to provide information and guidance that can assist you in making educated and appropriate financial decisions. Those decisions include establishing an Asset Allocation* that fits your specific situation and the evaluation of various other financial products and services to determine their appropriateness as well.

 *Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will out perform a non-diversified portfolio or that diversification among asset classes will reduce risk.