As your income increases through life and you have more than you can spend, investment is typically the next step. The proper selection, diversification, and balance among your investment instruments builds your wealth systematically and helps to weather economic downturns. Wealth management adjusts the level of risk at each life stage.
At Shane & Shane Financial, wealth management is more than just investment advice; we combine fiduciary counsel on investment selection, asset allocation, diversification, business planning and estate planning. In short, we offer the appropriate financial products to cover all aspects of your financial life.
Under Shane & Shane Financial’s guidelines, each advisor in the team must “know your client.” We have conversations with you, where we listen to you and understand your desired investment criteria, and then we execute your instructions.
As Shane & Shane Financial does not originate investment products, we attempt to recommend what is truly best for your wealth management strategy.
Every decision on how to spend your money affects wealth management: a larger or secondary home, growing your business, a new car, a college education, or the age at which you would like to retire. With the right blend of instruments and consistent adjustments to your portfolio, Shane & Shane Financial works with you to help you realize your financial goals, and ensure your wealth is tuned to your objectives in both the short run and the long term.
*Fee based financial planning and investment advisory services are offered through Truvestments Capital, LLC a SEC Registered Investment Advisor.