Wealth management
Let's set up a meeting to review your finances, see how well your current plan is working, and figure out any areas where we can make improvements.
Wealth Management
The performance of a stock will change as time goes on. As a result, it’s important that you do your research and invest not only in the right stocks, but invest in them at the right times. And, if you work with an advisor with an active approach to money management, they can help with this.
Actively managed funds differ from passively managed funds. Passive management typically entails investing in stocks, and there not being a manager keeping track of them. This might work fine over a long period of time, but it definitely comes with high risk. Active money management, meanwhile, entails someone advising you on how to invest, in order to hopefully get you more success in the long run.
Annual Financial "Checkups"
Our annual meetings with clients offer an opportunity to take a comprehensive look at your finances, the success of your current strategy, and how it can be improved. Checking on you to make sure that your finances are still in order is one thing that sets Strategic Wealth Alliance apart from other firms like it.
We Can Discuss
Many things can affect your investments over the course of a year.
However, at our annual meetings with you, we can help you stay on track.
Some things we'll discuss with you include:
- Your asset allocation being out-of-balance
- Your portfolio may not be as diversified as you think
- Your financial goals may have changed may not be as diversified as you think
- And, your situation could've unexpectedly changed
- Laws also change: For example, tax laws change frequently