Wealth Management
In today's uncertain economy, financial planning has become increasingly important and increasingly confusing. We can help remove the mystery of managing your finances by offering the support and information you need to make decisions about your financial future.
Whether your goals include funding your child's college education, managing your assets, reducing your tax liabilities, preparing for retirement, and/or creating an estate strategy, our personalized service focuses on your needs, wants, financial goals and objectives for both today and for tomorrow.
The recognition that everyone's economic and life situation is unique is the cornerstone of financial planning. I believe that personalized service is essential when matching clients with the right investment strategy and tools.
As a Financial Advisor, I am dedicated to learning about your personal goals and together we will use them to build a financial plan and keep it updated as those needs change.
If you have questions about your plan or about specific issues, contact us. We will set up a time to meet and address any questions you may have.
The Wealth Management Program is one of the most comprehensive Financial and Estate Planning programs on the market today. Most of the other programs on the open market are programs that do an analysis, and print the results. The problem is that this method is a snapshot at one day in their financial lives. The Wealth Management Program updates the information daily on all of the accounts that are aggregated in the system.
What is WealthVision? click here
Investment Processes
The number and diversity of investment choices available today are simply staggering. Now, you must choose from dozens of asset classes with broad diversification in an attempt to protect yourself against today’s extreme market volatility. Many investors find that they can no longer manage this process alone, but need to leverage the services of a dedicated investment professional.
One of the fundamental principles of Private Advisor Group is to provide his clients with exceptional investment management. We use investment strategies that differ based on your individual investments Goals. The main category of investment processes can be categorized as Modern Portfolio Theory. The process in both of these strategies is a top down and bottom up strategy, utilizing both qualitative and quantitative tools, and a variety of investment vehicles to pursue its goals. A meticulous 3-Step Investment Management Process is utilized to serve clients.
Step 1: Create portfolios based on asset and sector classes believed to be in a long-term uptrend. Consistently catching the short-term swings in the financial markets is nearly impossible. Instead, Kent’s focus is on longer-term themes and seeking to profit from them as they develop and mature. As Warren Buffet says, “Find a trend; throw yourself in front of it.”
Step 2: We use a watch list to monitor an eclectic group of appropriate investment vehicles. With thousands of investments to choose from, narrow the list to a select group of core solutions. This list represents what we believe are the best investments for the dozens of asset classes that are tracked.
Step 3: Using advanced technologies not normally available to individual investors, we are better able to sift through vast amounts of data to help identify trends and turning points. These technologies, coupled with years of experience, helps improve investment decisions.