Managing your wealth deserves undivided attention from a firm that has a fiduciary responsibility to put your best interests first, while keeping its finger firmly on the pulse of the complex and evolving investment environment.
Strategy One takes a holistic approach to managing and growing your net worth by reviewing your assets, liabilities, income, retirement savings, cash levels, investments, spending habits and insurance coverage. We then will match your situation, your needs and the goals in your life with products and services most suitable to you and that may ultimately save you money.
Wealth management services include:
• Investment Management
• Portfolio Design
• Retirement Planning
• Educational Savings
• Estate & Tax Planning
• Insurance, Debt & Annuity Advice
• Budgeting & Saving by Spending
What life events might trigger the need for Wealth Management?
• Birth of a Child
• Executive Benefits/Stock Options
• Legal Settlements
• The Sale of a Business
• The Start of a New Job
• Leaving your Current Job
• Loss of Spouse
• A Death in the Family