Finwell Wealth Management
Applying intelligent investing and Behavior Alpha to optimize your wealth.
Our Wealth Management Process
Apply Finwell’s Investment Roadmap
Your investment roadmap will act as our blueprint when making investment decisions. Some of the elements of an investment roadmap include:
Exploring the potential of you achieving your financial goal during the desired time horizon.
Quantifying your ability to sleep at night when the market experiences losses.
Identifying factors that are nonnegotiable for your investment portfolio.
Asset allocation is a key factor for expected returns and the inherent risk of the portfolio.
Identifying the investments we will be considering for your investment portfolio.
Our team will construct your investment portfolio to begin the implementation process of meeting your financial goals.
Review and Monitor
After your portfolio is implemented, we monitor and review the portfolio’s performance and make changes as necessary to ensure that the portfolio remains within the asset allocation parameters outlined in your investment map.
It’s never too early (or too late) to start saving for your future.
Finwell’s Wealth Creator Program addresses the wealth management needs of clients who are looking to create wealth and fund their financial goals. There is no minimum balance to get started, however minimum fees apply. Inquire by emailing email@example.com.
Our Wealth Creator Program is designed to help clients create wealth through systematic saving programs. We work closely with clients to create a customized investment savings plan so clients can build wealth and meet their financial goals.
You’ve built wealth. We can help you optimize it.
Finwell’s Wealth Optimizer Program addresses the wealth management needs of clients who have accumulated wealth, and are looking to grow and protect it. This program is for clients who have a minimum of $250,000 to invest.
We work closely with clients to create a customized approach to managing their wealth.