Your personal financial picture is made up of individual pieces that need to fit together to form your unique puzzle. Therefore, your investment portfolio exists not separate from, but as part of, your overall financial situation and needs to be designed to integrate into your larger financial life.
We work with you to engage in a thorough analysis of your entire financial picture to ensure the investment piece is fitting with, and supporting, the whole of your financial life. How?
Personalized Investment Solutions
We offer individualized investment options tailored to your unique risk tolerance and life circumstances. Our approach combines individual stocks, bonds, and ETFs to create a custom portfolio that aligns with your financial goals. With direct access to our private wealth managers, you receive personalized, fiduciary investment management that puts your interests first.
Core and Legacy Wealth Management
We use Modern Portfolio Theory to create diversified portfolios that seek efficient, risk-adjusted returns, allowing you to stay invested through market cycles. Our asset allocation strategy is divided into Core and Legacy Wealth Management:
- Core Wealth Management: Funds needed to support your lifestyle are primarily invested in passive ETFs, providing a stable foundation.
- Legacy Wealth Management: Excess funds are managed using a multi-pronged approach, focusing on asset location and tax planning to maximize growth and impact.
Tailored Income Strategies
We craft tax-efficient income streams by selecting specific fixed income investments that match the duration and goals of your personalized plan. This approach ensures that fixed income plays a vital role in your lifetime income, tax, and risk management strategy.
Tax and Investment Planning
Our Continuous Planning Process not only helps you identify your financial goals and objectives but also includes a comprehensive Lifetime Tax Analysis. This analysis uncovers opportunities to position your wealth in the right investments at the right time, minimizing your tax burden and enhancing your ability to achieve your goals. As our clients gain clarity on their financial situation, they often develop new goals, leading to a greater impact on their families and communities.
Discover how Transcend Advisor Group can help you achieve your financial goals with personalized, comprehensive, and fiduciary investment management. Contact us today to start your journey towards financial clarity and success.
