Financial Investments

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Achieve Your Financial Goals with Expert Guidance

At Freedom Wealth, we empower investors to take an active role in shaping their financial future. By collaborating with us to develop personalized investment strategies, you’re better positioned to achieve your long-term financial aspirations. Our approach revolves around you – your unique circumstances, family dynamics, business objectives, and financial goals. This ensures that the investment strategies we recommend are fully aligned with your priorities.

Investment Planning: Achieve Your Financial Goals with Expert Guidance


Our Services:

  • Customized Investing Strategies: Tailored investment plans crafted to suit your individual needs and financial objectives.
  • Risk Assessment and Tolerance Analysis: Comprehensive evaluation of your risk appetite to optimize your investment portfolio.
  • Portfolio Reviews: Regular assessments to fine-tune your portfolio and adapt to changing market conditions.
  • Managed Accounts: Professional management of your investments, offering peace of mind and potential for growth.
  • Diverse Investment Options: Access to a wide range of investment vehicles including stocks, bonds, mutual funds, ETFs, and private equity.

Investment Management Services: Your Path to Financial Success

At Freedom Wealth, our investment management services are designed to equip you with the expertise and resources necessary for financial prosperity. We offer a comprehensive suite of services, from strategic asset allocation and meticulous portfolio construction to diligent ongoing monitoring and insightful reporting. As an independent firm, we have the flexibility to customize our services to meet your specific needs and objectives.


Our Approach:

  • Tailored Portfolio Construction: Crafting a diversified investment portfolio aligned with your risk tolerance and return objectives.
  • Continuous Monitoring and Adjustment: Vigilant tracking of portfolio performance, ensuring alignment with your evolving goals and preferences.
  • Personalized Investment Strategy: Understanding your unique circumstances and aspirations to develop a bespoke investment plan tailored to your needs.

Partner with Freedom Wealth and embark on a journey towards financial empowerment and success.

Contact us today to take the first step towards achieving your financial goals.

We Are Specialist At

Comprehensive Wealth Management

Retirement Goal Setting

Retirement Income

Social Security & Medicare


Retirement account consolidation

Custom Investing Strategies

Risk Tolerance

Portfolio Reviews

Managed Accounts

Stock, Bonds, Mutual Funds, ETF’s 

Private Equity

Tax Liabilities

Review of cost basis

Retirement Accounts

Contribution/Distribution Strategies

Investment mix

Life Insurance/Annuities

Long-Term Care Insurance

Disability Insurance


Emergency Funds

Personal Liability

Debt Management

TSP Transition assistance

Financial Education 


Savings Plans

Retirement Plans

Pension Review

Business Model Strategy

Employer-Sponsored Plans & 401(k) 

Business Succession

Key Person Protection

Employee Benefits

Charitable Giving & Trusts

Beneficiary Reviews

Donor Advised Funds

Professional Relationship Management

Generational Wealth

Expense Estimation

529 Plans

Coverdell Plans

Client Success Stories: Hear What Our Customers Have to Say!

Contact Our Financial Investments Team Today!

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