Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings tools available to us, and so it warrants our attention. Read more
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.
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.
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.
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)?
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.
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.
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.
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
Blog
The Promise of the Biotech Industry and ...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.
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Video
Getting the Most Out of Your College ...Carson’s Senior Wealth Planner Beth Schanou and Director of Retirement Research Jamie Hopkins hosted a webinar about how to get the most out of your college savings strategy. Click Here to Watch the Webinar
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Market Commentary
Market Commentary: Inflation Could Be On the ...Producer prices climbed 4.2% last week (Figure 1). Energy prices contributed to the largest gain since the index rose 4.5% in September 2011. The jobs market continues to see a high level of initial jobless claims while steady progress is being made in reducing the number of unemployed receiving continuing benefits. Last week initial claims rose 16,000 to 744,000 and continuing claims dipped by 16,000 to 3.7 million.
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Monthly Newsletter
How a 529 Plan Can Help You Save ...Despite an evolving society, college is still a right of passage for many. We pack the family SUV with suitcases and dreams and take the young hopeful on to their next adventure.
Read MoreWeekly Market Commentary
- Market Commentary: Jobs Market Shatters Expectations, Housing Prices on the Rise
The U.S. jobs market roared back to life in March. The economy added or reclaimed 916,000 jobs, shattering expectations of a 150,000 increase. Workers being recalled or hired to fill openings at restaurants and bars contributed 176,000 jobs to March’s gains. Previous months were revised higher by 156,000.Read more
