The Value of Professional Advice
At The Wenstrup Company, we believe you benefit from the ongoing guidance and experience of a trusted professional. By getting to know you and your financial situation, we can help you consider different options that will help you to achieve your goals.
One of the first things we consider is your investment stage; accumulation, distribution or a bit of both. In addition to helping you understand the risks associated with investing we help you determine your personal risk tolerance. We also provide perspective on current market conditions and help put them in the proper context.
Just as one portfolio doesn't fit all investors, the same is true for your portfolio throughout your life. As a result, we will:
- Meet with you on a regular basis to review your needs and objectives as well as your portfolio allocations and investments.
- Suggest adjusting your portfolio to address changes in your goals and lifestyle.
- Carefully monitor changes in the market and economy that could significantly affect the potential returns and risks of your investments.
The Wenstrup Company will help you make wise choices about serious money.
