Investment Management

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

As your fiduciary, we are committed to earning, gaining, and keeping your trust through a transparent, step-by-step 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

We design a strategy customized to your needs. Our portfolios focus on diversification among multiple asset classes. Each investment solution is carefully constructed to reflect the appropriate risk level, consider unique tax situations, and maximize return potential.

3

Implement

Once an investment strategy has been developed and agreed upon, our team works to implement the portfolio. We believe communication is key and aim to keep you informed every step of the way from the transferring of assets to the purchasing securities.

4

Manage

As professionals who maintain an active approach to management, we aim to reposition portfolios to reflect our economic outlook while simultaneously accounting for our clients’ needs.

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.

Ready to talk about your financial future?

Schedule an Appointment