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Wealth Management that's focused on the total you.
Wealth represents the
numerous aspects of your life, from your family to your career, from the
reality of your life to your dreams. It is the total you.
So it stands to reason that
Wealth Management needs to be more than selecting investment products. It must integrate
all facets of who you are as a person and investor. At Steigerwald, Gordon
& Koch Wealth Advisors, we specialize in getting to know you so that we can provide value to your financial life through appropriate:
- Risk Management. Management of risk involves everything
about your life, including family dynamics, the birth of a new family member,
death of a loved one, changes in real estate, college plans and charitable
donations. By delving deeper into who you are, what you believe in, and what
you want to protect, we can better understand your risk tolerance and what
investments best protect your wealth.
- Estate & Tax Planning. Unlike other firms, we
understand that financial planning is more than just dollars and cents. It also
includes understanding your estate, from how to gain the most benefits for you
today and how to protect it for future generations. We are attentive and
diligent in managing your total financial plans and investments so that you
gain optimum benefits, including harvesting losses to gain tax advantages. We also
include Charitable Giving, which allows you to reward those organizations that
you admire while gaining a tax advantages for you and your heirs that you may
have overlooked.
- Fee-only Financial Planning, Investment Management and Advice. As fee-only advisors we have the ability to select investments that strive to maximize long-term
results in a variety of markets without a conflict of interest. We also offer
fee-only advice on additional assets held in outside accounts and other areas that
constitute your “total wealth”, such as real estate, refinancing and major
purchases that may impact your financial plan and investments. This type of
integration of services and information can help you build a more solid
financial plan.
- Lowered costs and full transparency of
fees. We
strongly believe that your success as an investor comes from lowered costs, and
that your trust in us comes from full transparency of fees. At SGK Wealth
Advisors, we choose investments that are best for your goals and offer full
transparency of the fees charged to your portfolio.
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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
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