Investing & Saving

Investment Planning

We believe that investors who take a more active role in their investments, working with us to develop and implement investment strategies, are more likely to achieve their long-term financial goals. Our focus on you – your circumstances, your family, your business, your goals – helps ensure that the strategies we recommend are consistent with what is important to you.

Our service includes: 

  • Custom Investing Strategies
  • Risk Tolerance
  • Portfolio Reviews
  • Managed Accounts
  • Stock, Bonds, Mutual Funds, ETF’s 
  • Private Equity

Investment Management Services

Our investment management services are designed with a goal to provide you with the expertise and resources you need to succeed. We offer a full range of services, from asset allocation and portfolio construction to ongoing monitoring and reporting. And, because we are an independent firm, we have the flexibility to tailor our services to meet your specific needs.

Portfolio Construction

Portfolio construction is the process of selecting the mix of investments that will make up a portfolio. The goal of portfolio construction is to create a diversified portfolio that is aligned with an investor’s risk tolerance and return objectives. Through asset allocation, we divide your money into different asset classes (Cash, stocks, bonds, real estate, private equity, etc.).  

Ongoing Monitoring and Reporting

Ongoing monitoring and reporting is the process of tracking a portfolio’s performance and making adjustments as needed. This helps ensure that the portfolio remains aligned with the investor’s goals and objectives.

Investment Strategy

Our investment strategy is designed to help you pursue your financial goals. We begin by taking the time to understand your circumstances – personally, professionally and financially. We then develop a customized investment plan that is tailored to your unique needs and goals.

Full Service Wealth Mangement Firm

More Services

Retirement Planning

To achieve the goals you hope to reach in the future, it is critical to plan today. Sometimes it is not easy to visualize the third stage of life, especially when it is years away. Our planners know the questions to ask and issues to cover so you can achieve financial independence.

Tax Strategies

At Freedom Wealth Management, one of the most important things that we can do is help our clients to minimize their tax liability. There are a number of different strategies that you can use to do this, and we can help you along the way.

Military Transition Planning

We work with service members and their families to ensure a smooth transition from military to civilian life. This includes helping them plan for their financial future and providing support during the transition process.

Legacy Planning

You may have taken steps to put your affairs in order, from setting goals for retirement to establishing a legacy. We find that many clients already have aspects of an estate plan in place: typically a combination of investments, a will, a trust, and possibly insurance policies. Our advisors can bring all the pieces of the puzzle together for you!

Risk Management

We understand that you want to protect your investments. Our financial advisors provide a level of exposure that you are comfortable with, and we can suggest insurance solutions that prepare you for the unexpected.

Business Owner Protection & Growth

We assist business owners in choosing the best possible organizational structures to minimize liability and address any income, estate, or asset protection concerns they may have. With so many options, it's difficult to choose the best one for your company. Fortunately, we can help you make sense of it all and pick the option that will work best for you and your business goals.

Education Planning

We know how important it is to make sure your children have the best education possible. That's why our financial advisors work with you and help plan for their futures, from preschool all the way through college!

Contact Our Wealth Management Team Today!