WEALTH MANAGEMENT STRATEGIES THAT WORK FOR YOU
Financial technology is developing at a rate like never before. With the tools and resources available today, we can better provide smart portfolio management that has, historically, never been possible like it is right now. Our money management is intelligent, proactive, and simple.
Our investment management services take a holistic wealth management approach, which is why in an all-in-one package, we provide the ongoing financial, investment, estate, income tax management, and retirement planning to manage our clients’ wealth for one set fee. Unfortunately, too many investment advisors are just selling products or just simply using a risk tolerance questionnaire to determine your strategy.
In order to truly design an appropriate investment strategy, we first need to take a deep dive in understanding your current and future income needs along with your desire to leave a legacy to the next generation. We must consider the significance of all your assets and available income sources – such as real estate, Social Security, and pensions – as well as the expected impact of income and estate taxes, both today and in the future.
Our investment management ignores the narrow approach of attempting to beat the performance of the index that happens to be “hot” at the moment. Neither does it attempt to time the movements of the financial markets. Instead, we apply a disciplined evidence-based approach to design an investment strategy that is crafted to reflect your unique goals and temperament to help give you the greatest likelihood of achieving your lifetime financial goals.
Hiring us as your wealth manager can help save you time, stress, and energy when making your most important financial decisions. A plan is only as good as the action taken. Our educationally based approach will cater to each client’s level of understanding to give you the clarity needed about often confusing and complex topics, so you are able to take action. By partnering with Cardinal Wealth Group, we will make sure your plan is actually getting implemented because we truly care about where you end up. We provide the energy needed to make sure your best intentions are met.
We are a provider of WealthGuard™, an incredibly simple yet powerful early-warning system that monitors all of your investment accounts daily so you can invest with the added confidence that there’s a plan in place to help protect your investments in all market conditions. Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and will alert client and advisor so that a specific plan of action can be initiated to help protect your accounts, while keeping you focused on your long-term investment goals.
And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.