Hands-on investment management tailored to your needs.
Power Wealth Management was established as an independent Investment Advisor. With our independence comes the ability to act as a fiduciary to our clients. We aren’t tied to a family of funds or investment products.
Through our open architecture framework, we focus on diversification among multiple asset classes, such as cash, fixed income, equities, options, and alternative investments.
Before making a single recommendation, we take the time to understand your ultimate financial objectives. Asking the right questions and carefully listening to your financial goals, allows us to personalize managed solutions, avoiding a one-size-fits-all approach to portfolio construction.
Investment process
1
Listen
Before we make a single recommendation, we spend the time to ask the right questions and actively listen to your financial objectives. Understanding our clients’ core needs and desires better prepares our team to craft a strategy that is aligned with your goals.
2
Engineer
3
Implement
4
Manage
Investment principles
- We believe clients should understand and be compensated for the financial risks they take.
- We believe portfolio diversification is an active process that requires more than just traditional stocks and bonds.
- We believe a tax-sensitive approach is key to enhancing real returns.
- We believe each client’s portfolio should be customized to best help them achieve their financial goals.