Here’s a little secret.
Good investment management isn’t that complicated.
There, we said it.
The fact is, investment management is becoming a commodity. Computers are doing the job for a fraction of the cost of old-world money managers. Systems and processes have replaced random stock-picking and attempts at market timing.
But you’d never know that from listening to market strategists or those highly paid investment managers. They still make it seem like investing is this complex, mysterious black box that only a Wall Street wizard in a suit and tie can decipher. False.
Investment management is important that’s for sure. It’s serious business and a cornerstone of the services we offer. Done well, it requires a logical strategy, an efficient system, courage in times of turmoil, and maturity in times of excess. All things at which we excel. But at Wealthway, the investment portfolio is servant to the financial plan.
Financial planning is where our knowledge, skill, and expertise set us apart and where our clients find the greatest value. We integrate the investment portfolio with the financial plan to create one seamless financial engine. All the disparate parts coming together to work in harmony – investments, insurance, tax, mortgage, retirement, estate – humming along at peak efficiency to make your life easier, fuller, richer.
And we continually update your plan at every annual review, so you always know where you stand. We never stop recalibrating, moving you forward, driving your net worth higher toward your ultimate destination.
Typically, our clients are pre-retirees, small business owners, and families with investable assets of $500,000 to over $5 million. But we welcome a conversation with anyone who is serious about obtaining financial security.
We state it up front: we’re not the right fit for everyone. But if you embrace the words on this page then Wealthway is the perfect fit for you. Let’s get started.
Wealthway Financial Advisors. Planning for life.
Listen to our popular radio show “Dollars and Common Sense” hosted by Kevin J. Zywna, CFP® and Allison K. Dubreuil, CFP®
Airs on WNIS 790AM Every 2nd & 4th Saturday at 9 A.M.
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