Wealth & Asset Management
Purpose:
Can you describe the purpose of your investment strategy? This is an important question for all investors to be able to answer. It's not just about beating a benchmark or achieving a high rate of return. While it can certainly be part of the conversation, at Holistic Wealth Advisors it centers around one key word - purpose. What is the purpose and goal of your investment strategy? Do you have one? If you don't know the answer to this question, the team at Holistic Wealth Advisors is here to help you figure that out.
Personality:
At Holistic Wealth Advisors the core of our wealth management approach revolves around customized investment management. We believe clients have their own unique financial personality. Do you know your financial personality? For many people this is formed at an early age and is based upon your own individual experiences. We start by gaining a deep understanding of our clients financial personality so we are then best positioned to design the right investment strategy for his or her specific needs. Since 2002, we have resisted the trend that many investment advisors have embraced; a one-size fits all approach. Our philosophy purposely rejects this "cookie-cutter" approach to investment management.
Flexible, transparent and simple words that describe our approach to investment management. Far too often, the world of investments can be a source of stress and anxiety for many investors. At Holistic Wealth Advisors, we pride ourselves on spending the time necessary with our clients to make sure there is a strong understanding of our philosophy and approach so clients can be confident in our strategy. In the ever-changing world of investments we continually make sure that our investment strategy evolves with current trends but also changes in the client's financial journey of life.
Choice:
Choosing the right investment advisor to be your long-term partner is critically important. Finding the right fit is essential so that you have confidence in the level of experience and knowledge of the team working for you. To search our regulatory filings and see our clean background check reports, you can search our names at https://brokercheck.finra.org/.
Portfolios:
As a local, independently managed, wealth management firm we have access to sophisticated tools to help build robust, efficient and diversified portfolios for our clients. With access to many major institutional investment firms we can access and build portfolios using individual stocks, exchange-traded funds, bonds, laddered municipal bond portfolios and mutual funds. Our strategies can provide guidance for 401(k) rollovers, IRAs, 403(b) and 457 plans, Roth IRAs, Trusts, College 529 plans, and many other types of accounts.
ho·lis·tic: (adjective) characterized by comprehension of the parts of something as intimately interconnected and explicable only by reference to the whole.
Holistic Wealth Advisors has a truly distinct approach to wealth management. We start with our Holistic Wealth Checkup so that the foundation of our wealth & asset management strategies are aligned with the specific needs of our client. Our wealth management philosophy is centered around a disciplined, independent approach to investment selection. Financial markets can be volatile and difficult to understand let alone try to predict. If your portfolio is designed for bear and bull markets ahead of time, it helps takes the emotional decision making out of the equation.
Not to mention, that navigating the financial markets and the massive selection of investment products and solutions in the marketplace can be very overwhelming. As an experienced locally owned wealth & asset management firm, we are well-equipped to provide you hands on guidance and suggestions as to the strategy that we believe is most appropriate for you and your situation. Our team of wealth advisors can guide you through a specially designed investment management program that is suitable for you.
There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.