Investment Planning


 

Work with our Team and Redefine Wealth Management

Ask ten investors to define wealth management. Then, ask ten “wealth managers” to do the same. You will almost certainly get 20 different answers, with most heavily focused on investing.

However as a client of Stanton Wade, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management. In order to “Make Life’s Journey Richer,” we must cultivate those riches.

Investment Consulting is the astute management of your investments over time to help you achieve your financial goals.

Advanced Planning goes beyond investments to look at all the other aspects that are important to your financial life. We break it down into four parts: wealth building, retirement income & distribution planning, tax reduction planning and legacy planning. In our experience, very few financial advisors offer all of these services.

The final element is Relationship Management. As wealth managers, we focus on building relationships with three groups:

  1. Our Clients: To meet their needs effectively, we have to have solid, trusting relationships with them.

  2. A Network of Financial Professionals: Essentially these are specialists that we can call in to make recommendations on specific advanced planning needs.

  3. Our Clients’ Other Professional Advisors: We work with our clients’ attorneys, accountants and business or personal advisors.

Wealth Building

Development of an overall investment plan for you is based on financial analysis that encompasses the following factors:

  • Assessment of your tolerance for investment risk

  • Development of a meaningful, realistic investment objective

  • Determination of appropriate investment time horizons

  • Identification of available resources

  • Analysis of existing investment assets

  • Development of a portfolio rate-of-return objective

Our financial analysis provides the basis for the allocation of investment assets.

Solutions that work for the life you envision

Our asset management program offers a comprehensive array of products and services, including:

  • Purpose-driven asset allocation models

  • Portfolio structure

  • Securities selection

  • Portfolio monitoring with continuous needs-based examinations

Asset allocation models

Your asset allocation strategy will closely reflect the core aspects of the plan we recommend. We’ll apply asset allocation models as a means of distributing your assets among a range of investment categories to reduce your overall risk, to forecast more reliably, and to improve the risk/return trade-off within your portfolio. As independent financial advisors, we enjoy the freedom to recommend investment products that we believe to be “best in class.”

Discipline

Stanton Wade’s years of experience will help you maintain the discipline required to stay the course and make your financial plan a success. Stanton Wade can help with the difficult decisions, guiding you in the right direction and at all times keeping your main objectives in mind. Our experts helps guard against short-term swings of emotion by keeping the focus firmly on your long-term goals.

Here at Stanton Wade, we believe in applying the core values of prudent financial management. When paired with your own clearly defined investment objectives, it’s a combination that can help you approach your financial future with a higher degree of confidence and understanding.