Our formula for
successful investment management starts with trust.
As wealth managers, we know that
helping you achieve your financial goals is a combination of experience,
expertise, service and communication. At Steigerwald, Gordon & Koch Wealth
Advisors, this process includes:
- A high level of personal,
collaborative service that makes investing easier, more efficient – and
provides you more time to accomplish the things you like. Every successful client
relationship begins and ends with trust. We strive to earn yours through a series of
meetings that help you articulate your goals and objectives and identify your
true risk tolerance. Our investment strategy is then designed to reflect the
total you – and your comprehensive wealth profile.
- Independence that
eliminates conflict of interest between our firm and our clients. As independent advisors, we offer the same
products and services of a larger firm with the personal attention of a small
firm. Depending on your specific needs, our money management includes creation of plans, investment
recommendations and investment in asset classes and areas that can best serve
your goals based on your risk, time horizon and other considerations that are
relevant to you as an individual.
- The ability to select the best ancillary advisors. Our independence also allows us to help you select
attorneys, CPAs and insurance representatives and other experts that are right
for you and your goals.
- Independent research, equity reports, and email reports.
We are research-based money managers and therefore strive to provide our
clients information to keep them well informed about matters that we know are
important to them as investors.
- Proactive investment
We continually monitor your portfolio and make adjustments when necessary due
to market fluctuations, the ability to gain tax advantages, and when personal
matters have affected your objectives or risk.
- Cutting-edge technology and resources. You can secure all your
financial records online – 24/7 – through our Vault Technology. You can also find continually updated commentary, articles and white papers to keep you informed about topics that are
valuable to you as an investor, such as estate planning, tax advantages and
charitable giving. Weekly emails and proprietary equity research reports keep you
informed about things you need to know about your account – and the markets.
Our feeling is a successful client is an educated one.
*The specific scope of services provided below will depend upon client's needs/directions.
Investor Rich Resources
Stay up-to-date with news and information from SGK Wealth Advisors…
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
In the News links to articles from other sources that are news and noteworthy