Investment Management

 

Creek

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Stream

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River

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Ocean

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Service Levels

As you look toward your unique version of retirement, how you equip yourself as you manage your portfolio and organize your financial life becomes vital. There is less room for error in mitigating market, inflation, and sequence risk—tax implications come to the forefront and maximizing Social Security income is a necessity.

The distribution phase is very different from the accumulation phase, and we walk alongside you to address your lifestyle, longevity, liquidity, and legacy needs and concerns.

To be best equipped for the fall season of your financial life, we offer four service levels to help you meet your needs: Creek, Stream, River, and Ocean. Contact Molly to discuss your options and find the service that works best for you.

Wealth By Design is an independent, boutique financial services firm. We uphold the fiduciary standard that your interests come first. As the investment world continues to grow in complexity, we have embraced the need to delegate. We bring a team of industry experts to the table to serve you and your investment needs.

Currently, we have chosen to partner with SEI, an industry leader in wealth management. SEI offers a wide range of customizable investment strategies that are based on your specific needs. With this partnership, we are able to tap into global resources and expertise to walk alongside you. We work together to strategically enhance returns, minimize volatility and manage investment, inflation, interest rate and sequence of return risks.

What this means is that you have an advocate in making investment decisions that are aligned with what is important to you. This includes ascertaining risk tolerance and time frame parameters. This will be addressing efficient cash flow as you take distributions from various accounts. It may entail delving into tax strategies for you to keep more of what you make. Are there investments you would like to avoid as a matter of principal, or invest in as a matter of conscience? We have a social screening process that may appeal to you. We have a Donor Advised Fund that can assist you with your charitable intentions.

You will have over 30 years of professional manager selection and portfolio construction experience to benefit you. As you look at your life goals, SEI strategies provide professional, customized strategies for you. You can also visit their Investor Resource Center to learn more.