Thoughtful guidance throughout your financial journey
The team at 56th Wealth Strategies is deeply committed to an approach that involves a combination of personalized planning, investment management and meaningful relationships that help foster long-term success for each and every one of our clients.
Our main priority is for you to feel comfortable through every planning conversation we share, whether we’re discussing personal or financial matters. We believe that the best guidance is proactive, objective and accountable while fully reflecting both your unique financial circumstances and what matters most to you in your everyday life.
Here’s how we see it: if it’s important to you, it’s important to us.
The steps ahead
We’ll start by getting to know each other. With an understanding of where you are today and what you want to accomplish in the future, we’ll create a strong foundation for our partnership. Our discovery meeting will also give you an idea of what it looks like to work with us, the services we can deliver and how we align our guidance to meet your investment risk profile.
Using all the information you’ve shared with us, we’ll design your financial plan and present it to you – answering any questions or concerns you might have up front. When you feel you have the information you need, let us know you would like to become a client. This is the first of many mutual decisions we’ll make together in our partnership going forward.
With your approval, our team will get to work implementing your financial plan by organizing your accounts, confirming and selecting the specific investments and handling all the necessary paperwork and documentation. The goal here is to set you up for long-term success.
There is no assurance any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.
What matters to you, matters to us. That’s fundamental to our approach as your partner. We’ll have conversations throughout the year to review the progress of your plan and make sure you’re on the right track. We’ll be proactive and objective when suggesting any changes needed to your financial plan.