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Wealth Management Firm
A WEALTH MANAGEMENT STRATEGY TO MEET YOUR FINANCIAL GOALS
Step 1: Identify Objectives and Needs
You receive a team member dedicated to understanding your needs. This begins with a personalized discussion and a detailed review of your financial statements, risk attitudes, goals, and objectives.
Step 2: Analyze and Develop A Wealth Management Plan
You receive a comprehensive investment plan specific to your unique financial needs. Recommendations include measurable financial objectives that will provide you with financial growth and security.
Step 3: Implement Wealth Management Strategy
You are always part of the decision making process as we review the plan together and implement the investment strategy. We build portfolios using closely researched investment vehicles that meet the standards of our investment philosophy.
Step 4: Monitor Portfolios
You are closely informed and always updated as we make periodic adjustments to the portfolio. Portfolio rebalancing and preserving proper diversification through many markets is at the heart of our investment approach.
CONNECTING YOU WITH A TRUSTED NETWORK OF SPECIALISTS
Windgate coordinates with other professionals* that you have selected, such as your attorney and accountant, so you can maximize personal time and focus. We play the quarterback so you can have your financial decisions guided by specialists in any situation.
With middle-age comes the pleasures and problems associated with Wealth Accumulation and a more complicated financial life. We can provide guidance on the investment decisions for IRAs and 401(k)’s to ensure proper asset allocation and uncover opportunities across multiple portfolios. Having an advisor serve as quarterback to other professionals specializing in tax, estate planning and insurance relieves you of play calling so you can focus on what you do best – your career.
We provide solutions in areas including:
Read our reflections on the challenges and opportunities we’ve guided our clients through during this phase of their lives
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*Any referral made by Windgate Wealth Management to a professional does not imply a recommendation. We will provide a list of professionals, leaving the selection of a good fit up to you.