What do you want to accomplish in life? What aspects of your life matter most to you? Your children and family? Your career? Your philanthropy?
This is where your wealth management experience starts. Working together, we uncover our clients’ strengths and values and line them up with their financial goals to create a plan that takes them to their ultimate destination.
Over the course of our relationship, our team will remain dedicated to your financial success.
To create your comprehensive financial plan, we will ask you questions such as:
We understand that financial wellness has far more to do than a number on the balance sheet. No matter the circumstances, we’ll help you achieve financial wellness for you and your family.
We translate your financial resources into meaningful life possibilities. Our disciplined investment approach and thoughtful planning help you build, preserve, and align your wealth with what matters most to you. Our process begins with a Discovery Meeting to understand your goals, continues with an Initial Findings Meeting where we share observations, and concludes with a Mutual Commitment Meeting to determine fit. Through this journey, we create a strategy that connects your assets to your life goals.
Structured guidance for wherever you are on your financial journey. Our educational approach helps you develop confidence and clarity around money decisions while building toward your important goals. Whether you’re just starting out or in your peak earning years, we provide the tools, and support you need through personalized coaching and planning services designed for your specific stage of life.
Navigate financial decisions during divorce with clear direction. We provide analysis, guidance, and support to help you create stability now and build a strong foundation for your future. From settlement analysis and cash flow projections to tax implications of asset division and planning around alimony, we offer specialized guidance during this challenging transition to help you make informed decisions for your long-term wellbeing.
Behavioral research shows that our brains are not built for making rational investment decisions, and an advisor with a disciplined investment plan built for your goals and in your best interest can guide you through the inevitable market volatility and uncertainty.
Financial markets incorporate information into prices efficiently. At Abeona Wealth, we believe that market timing and active management do not pay off. As economist Merton Miller once said, “Most people might just as well buy a share of the whole market, which pools all the information, than delude themselves into thinking they know something the market doesn’t.”
Investment returns mean nothing if they are overly impacted by fees. By monitoring trade costs and turnover, you can make the most out of your investment growth and keep more of what you earn over the long term. You’ll have full transparency into the fees affecting your investment performance.
Success comes from discipline, diversification, proper allocation between stocks and bonds, tax-managed investing, and research-based dimensions of expected returns. Success does not come from anticipating the next recession or market correction.
How much should you save for retirement? Marlena Lee, PhD, of Dimensional Fund Advisors discusses important factors that can help you meet your goals, like determining your savings rate, monitoring your progress, and making adjustments over time.
At Abeona Wealth, our goal is to help you reach yours.
