• MONEY DOESN’T HAVE TO BE COMPLICATED.

    Are you confused by most financial advice? If so, you’re not alone.

    Schedule an appointment


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.

__

 

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.

__

 

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.

__

 

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.

__

 

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.

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.

    First Name*

    Last Name*

    Email*

    Phone Number*


    Insights

    22 Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

    Video
    How Life Insurance Should Fit Into Your ...

    Watch this webinar hosted by Carson’s Director of Retirement Research Jamie Hopkins and Vice President of Insurance Matt Lewis to learn more about how life insurance should fit into your financial plan. Click Here to Watch the Webinar

    Read More
    Market Commentary
    Market Commentary: April Jobs Report Disappoints, Falling ...

     The U.S. job market added only 266,000 jobs in April, missing expectations of nearly 1 million. March’s gain of more than 900,000 new jobs was revised down to 770,000. The data show the U.S. job market slowed rather than accelerated in April. The leisure and hospitality industry experienced the biggest gains, adding more than 331,000 jobs. Unemployment increased to 6.1% as more workers reentered the labor force and more people became fully vaccinated. The timelier initial jobless claims report fell below 500,000 for the first time since the pandemic began.

    Read More
    life insurance, financial planning,
    Monthly Newsletter
    Managing Your Wealth with Life Insurance through ...

    Life insurance can be confusing. It’s a protection tool for your family, but can also be an investment tool. Your beneficiaries get the payout when you die, but you can draw funds from it while you’re still alive.

    Read More
    saving for college, 529 plans
    Blog
    How to Fit the Kids’ College into ...

    There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to pay dividends, the amount owed can seem insurmountable.

    Read More
    Blog post
    • The Promise of the Biotech Industry and What It Could Mean to Investors

      I bet you’ve never heard of Dystrophic Epidermolysis Bullosa (DEB). It’s a rare disease where a person’s skin falls off! Areas that are often rubbed, like your elbow from sitting at a table or your thighs from wearing pants, become a constant battle. It’s painful, and patients suffer from frequent infections. The US spends about $400,000 per patient each year trying to repair the damaged skin, only to see a new patch fall off. Doctors can turn to antibiotics, steroids and skin grafts, but because this is a genetic disease, the underlying issue remains.Read more

    Weekly Market Commentary
    • Market Commentary: GDP Surges After Stimulus, Fed Reiterates Low Interest Rates

       U.S. GDP surged an annualized 6.4% in the first quarter (Figure 1). Two rounds of government stimulus helped the economy climb within 0.9% of its all-time high. If expected growth is included, the economy remains 3.7% below pre-COVID trends. Personal income jumped 21.1% from February as a second round of stimulus checks pushed money out to most Americans. Spending increased as well, but not as much as income. Personal consumption rose 4.2%, and services consumption, hindered by COVID concerns, rose only 2.2%.Read more