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Our investment strategy can help you enjoy more of life.

There’s a reason that Steigerwald, Gordon & Koch Wealth Advisors inspires confidence and trust in the clients we serve, generation after generation. For each and every client we take a balanced approach across and within various asset classes to help clients preserve and grow their wealth for generations to come. By combining this strategy with highly personal service you have more time to focus on the things you enjoy.

What’s our investment strategy?

 

  • We utilize independent research. In doing so, we stay abreast of current trends in the market and apply what we learn to the management of your portfolio.
  • We take a total view of you as an individual. You’re an individual and your financial plan should be too. We take the time to learn about you and your dreams, as well as your total risk tolerance by including your time horizon, tax situation, family dynamics and other special components that may alter your objectives. At SGK Wealth Advisors we continually work with you to keep abreast of your changing risks and manage your portfolio accordingly.
  • We utilize our investment experience and wealth management to carefully and critically analyze the investment landscape. Finding the right investment opportunity at the right time is critical to your success. We strive to place your assets in those areas of the market we feel are most undervalued so that you can gain the most advantages – both short and long term.
  • We take our fiduciary responsibility seriously. We understand our fiduciary responsibility and always act in your best interest.

You Should Know…

SGK Wealth Advisors is an independent adviser registered under the Investment Advisers Act of 1940 and not affiliated with any parent organization. SGK Wealth Advisors claims compliance with the Global Investment Performance Standards (GIPS®). The GIPS standards are a set of standardized, industry-wide ethical principles that provide investment firms with guidance on how to calculate and report their investment results to prospective clients. SGK Wealth Advisors' compliance with GIPS Standards is independently verified by ACA Performance Services, LLC. To learn more about this verification, click here.  To receive a complete list and description of SGK Wealth Advisors' composites or a fully compliant presentation, contact John Steigerwald at (703) 777-8826 or write, SGK Wealth Advisors, 891-A Harrison Street S.E., Leesburg, VA 20175 or John@SGKwealthadvisors.com

Investor Rich Resources
 
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Vault Technology information about how this value-added tool can keep your financial records safe and always accessible 

Investor Information including articles about the economy and market, and local, state and federal laws that affect your financial life

Quarterly Newsletter for SGK Wealth Advisors investors

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