We implement a structured and proven approach to help you create a clear financial plan and stay on track. Our team of local investment professionals leverages 100+ years of combined investment experience to both preserve and grow your investment portfolio. We offer sophisticated, flexible and disciplined investment models - created and maintained in house - that can be personalized to fit your financial needs.
We believe knowledge is power. Education will empower you to avoid behavioral mistakes that hinder a successful investing experience. Investing in stocks, bonds, mutual funds and ETF's carry certain specific risks and part or all of your account value can be lost.
We believe knowledge is power. Education will empower you to avoid behavioral mistakes that hinder a successful investing experience. Investing in stocks, bonds, mutual funds and ETF's carry certain specific risks and part or all of your account value can be lost.
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Investing in stocks, bonds, mutual funds and ETF's carry certain specific risks and part or all of your account value can be lost. At WT Wealth Management we strongly suggest having a personal financial plan in place before making any investment decisions including understanding your personal risk tolerance and having clearly outlined investment objectives.
At WT Wealth Management, we believe that your investment portfolio is akin to your DNA: unique, personal, no two alike. Even two people who look startlingly similar have different DNA. The same can hold true for investors: two investors can be the same age and have the same investable assets, income, goals, objectives and time horizons-but they can have vastly different attitudes toward risk and volatility.
WE BELIEVE investment strategies should be established to meet the individual needs of each investor. Risk Scores range from 0 to 100, with 0 being the least risky and 100 being the most risky. Actual risk scores may deviate slightly from the above depending on holdings and market conditions. Specific holdings and allocations are subject to change depending on market conditions.
The best time for tax planning is now, when accountants have more time for tax planning meetings, and you are not busy with organizing your annual tax documents so you can meet the filing deadline. Here are some things you may want to consider in your tax planning preparation. A market update from Glenn Leest and John Heilner of WT Wealth Management and a discussion on the likelyhood of doing transactions in crypto currency.
Reviews (1)
Brad Stricker
Jul 23, 2019
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I had never invested on my own before(always through my employer) the thought of using an outside investor was a bit scary. Glen Leest and Daniel Goodman took a great deal of time and care explaining WT and their philosophy. I have been very happy with them personally and with how my portfolio has performed . Their knowledge and patience are a true asset.