Our approach to overseeing our clients’ investment portfolios has been based on personalized account planning, risk minimization, disciplined professional money management, and tax efficiency. We will always work to protect the wealth you have already accumulated by thoroughly evaluating and minimizing the risks you face. Then we establish a plan for growing your wealth and preserving your wealth, so that you can move toward your most important financial goals and dreams for the future.
Communication is key to our investment management approach as well as any other services we provide for you. We want you to be fully informed about the implementation of your personalized investment strategy. As an independent firm, Stephan and Associates Wealth Management is under no obligation to recommend specific investments or financial products. We do not have to satisfy sales or earning quotas. We will always do what is best for you, our client. An investment strategy is built based on your family’s needs and priorities. Our success is determined by our ability to help you build financial security and become financially independent. We are realistic in our goal setting and conservative in our investment approach and approach investing as if we were investing for our family members.