Your Experience

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.

Meaning and Purpose

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:

What are your values?
For long-term success, we start with “why” by understanding your values and what drives you.
How do you feel about investment risk?
Risk tolerance is often hard to pin down and can be misunderstood by basic questionnaires. Through several information points, educational materials, and quantified examples, we will zero in on how much risk you’re willing to take, how much risk you can afford to take, and the best investment options to balance the two.
What are your financial needs and objectives?
If you don’t know where you’re going, you’ll never get there. What does a successful and happy retirement look like to you? Do you have charitable goals and intentions for your wealth? Do you want to provide financial support to your children and grandchildren? Our advisors will ask these and other questions at the outset, and your answers will determine the strategies, time horizons, and projections we design to drive your future forward.

Your Wealth At Work

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.

Let the Markets Work for You.
The stock market has rewarded long-term and disciplined investors. Through low-cost, diversified, and research-based investments and a personalized investment allocation, we will help you stay on course to harness the power of the markets.
Monitoring and Measuring Performance.
We want you to be able to understand how your investments have performed in an approachable and practical way. We will review your investment performance compared to benchmarks, your goals, as well as the impact of fees.
The Next Right Step.
Putting together a wealth management plan can feel like an overwhelming task, and life tends to change as soon as we have the plan figured out. Our advisors will help you define your priorities, break down the steps, and help you adapt to any life changes.

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Our Solutions

Abeona provides the expertise and guidance you need to turn your life’s goals and vision into reality, regardless of where you’re beginning. All clients benefit from a disciplined, academic research–based investment philosophy and financial plan that is designed to meet your goals.

Comprehensive Wealth Management

For individuals and families who have built a nest egg and want to understand how their net worth number translates to the life they want to live, we offer comprehensive wealth management. When you work with our team, you can expect support in the following areas:

  • Investment recommendations, management, and monitoring
  • Pre- and post-retirement planning
  • Income distribution planning and tax strategies during retirement
  • College education savings and planning strategies
  • Estate and business succession planning
  • Cash flow analysis and debt management
  • Easy-to-understand performance reporting
  • Charitable gift planning
  • Insurance planning (life insurance, long term care, disability insurance)
  • Highly responsive client service
  • Tax planning and tax-efficient portfolio management
  • Access to a client portal that can house important documents and aggregate accounts

Wealth Builders Program

It is difficult to meet an investment minimum without guidance on growing your financial and human capital during your peak earning years. Depending on your needs, we will provide financial coaching and the cornerstones of financial planning while helping you grow your investments in a cost-efficient way. In the Wealth Builders program, you will receive:

  • Individualized financial coaching
  • Automatic investment program
  • Easy-to-understand performance reporting
  • Access to a client portal that can house important documents and aggregate accounts

Financial Coaching Program

This six month, short-term engagement is an ideal program for those starting their journey to financial independence and wellness.
  • Cash flow analysis
  • Debt repayment
  • Retirement planning
  • Insurance
  • Budgeting
  • Human capital development
  • Employer benefits

Our Investment Approach

Many investors follow their emotions, following a reactive cycle that can lead to poor financial decisions. 

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.

Markets Work

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.”

Fees Matter

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.

Focus on What You Can Control

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.

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Planning Your Today For A Better Tomorrow

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.