Investment Advice & Management
Investing your wealth means more than making trades on popular stocks, it is about analyzing your funds and managing it in the best way possible. Our analysts will review your current financial standing and how you handle your finances in order to provide useful advice on how to best use your wealth, protect it, and grow it.
Whether your goals for investing are to grow and protect your wealth to provide funds for retirement, pay for your children’s college tuition, or to provide comfort and financial care for your loved ones after your passing, your CERTIFIED FINANCIAL PLANNER™ will get to know you, create a custom financial plan for your needs, and work with you to achieve your specific goals.
Our Investment Advice and Financial Management follows 4 Simple Rules:
- Have a purpose.
- Allocate, evaluate, and repeat.
- Keep the costs low.
- Remember, it’s a marathon, not a sprint!
Our management services can be as hands-on or as hands-off as you wish. Our goal is to help provide you with the information and knowledge that is needed to become successful in your endeavors, whatever you choose them to be. We also understand that each of our clients is unique. Our investments and financial plans are as well, so that you get the best options meant just for you.
While working with us, you can be rest assured that your plan can grow or change with you – and we won’t have to start from scratch to build up or switch your investing to suit your new goals! We will continuously monitor your investment progress to make sure that it is on track to achieve your goals and can make adjustments at any time to account for changes in your life or financial goals.
You are more than just a client to us, you become a part of the NextWave Wealth family – and as with any family, we do what we can to take care of you and your future.