Your investments should support your financial plan. I start with your goals, time horizon, cash needs, and comfort with market uncertainty, then evaluate how your portfolio fits those priorities.
For space professionals with equity compensation, that review also considers how much of your wealth and income depends on one employer. We can discuss diversification alongside the restrictions and practical decisions associated with company stock.
I use risk-assessment tools to inform our conversations and explain the tradeoffs behind investment choices. Risk cannot be measured with perfect precision, and diversification does not eliminate the possibility of loss.
Depending on your circumstances, a portfolio may include individual stocks, mutual funds, exchange-traded funds, bonds, certificates of deposit, or other appropriate investments. I explain how the recommended approach fits your needs and revisit it as your circumstances change.
To discuss your current portfolio, schedule a complimentary introductory call or contact michael@mcwwealth.com.
McW Wealth Management offers securities through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) –SEC Registered Investment Advisor. McW Wealth Management is unaffiliated with IAA and IAIM.
McW Wealth Management may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.
¹ Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.
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