Wealth Management Process
With over 50 years of combined experience in the investment industry our group has a successful track reccord of managing wealth for both individual clients and businesses for over 30 years. Nemeth Wealth Management has seen many changes in our business and what our clients demand over that period of time. We offer a disciplined process that ensures you are getting the best advice at a reasonable cost. Our service begins with meeting with the client to determine their financial goals and situation. We then evaluate each particular account and asset, and the portfolios diversification as a whole. Next, we prepare a complete outline of what the client can expect to return from their investments throughout their career and retirement, based off of their risk tolerance and time horizon. After this, we build a fully comprehensive investment plan inculding any changes to better meet the needs of the client, if necessary. Once a plan is agreed upon with the client, we implement the plan by making the necessary asset allocations, acquisitions, and sales. Finally, we monitor the portfolio to take advantages of market fluctuations and respond to the clients life events.
