• MONEY DOESN’T HAVE TO BE COMPLICATED.

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Effective Game Plan


Advice in Common Language


Straightforward Fees

You Deserve To Understand What’s Happening With Your Money.

 

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life and your future.

At 22 Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

1

QUESTION

What are you going to do with my money?

First, we’ll get to know you and what you value most. We’re going to figure out your goals and the outcomes you’d like to achieve. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we’ll allocate your money to our various investment strategies designed to help you pursue those goals.

2

QUESTION

Can you handle the complexity of my situation?

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While we’ve helped thousands of families navigate complex financial needs, each family gets a personalized allocation strategy to help guide them through life’s major decisions.

3

QUESTION

How can you make my life easier?

As your trusted advisor, we’re focused on adding convenience and simplicity to your life. We will make sure you’re educated on your investments and how we manage your money – providing as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at 22 Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

 

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

We are dedicated to providing our clients with sound practical advice and the knowledge necessary to make informed decisions.

Our team provides superior customer service with a caring attitude to understand each client’s needs.

 

Practical Advice

We provide you with practical strategies that are time tested and yet, personalized to your situation.

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Knowledge

We want you to feel confident and informed when it involves your financial future. With our educated advice, you’ll understand your choices and have the confidence to make the right decisions.

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Superior Customer Service

We are different. We strive to provide you with an excellent customer service experience. We do this through our technology systems, automated processes, and our complete dedication to you.

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Caring

We realize that a stressful situation may be the reason we have been brought together. Having served many families through the years, we understand and we care. We will help you navigate the road ahead.

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How can we do all this? We sit on the same side of the table as you. We serve you and not some institution. We have a highly systematized service process to anticipate your future needs. Our team is dedicated to adding value and to serve as your trusted wealth planning firm.

Contact us today to see how our financial advisors can help you find the confidence you deserve.

Contact Us

Taking the First Step Toward Confidence

 

The first step is always the hardest, so we’ll make it easy. Let’s have a complimentary initial consultation to get to know each other, and see how we could work together to move you closer to your goals.

It all starts with a conversation. Let’s talk.

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    Our Financial Planning Services Are Built On Trust, Transparency and Accountability.

     

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams.

    Explore Services

    Investments

    Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice.

    Wealth Planning

    Do you worry if you’ll run out of money in retirement? Do you wonder if you can help your children with their education?

    Risk Management

    Insurance transfers the financial risk of life’s events to an insurance company.

    Tax Planning

    Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

    Estate Planning

    Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

    Insights

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