At Stronghold Wealth Management, when faced with problems to solve, needs to meet, objectives to attain, it is our duty as independent financial advisors to find appropriate, well-thought-out ways to help clients achieve their financial goals. It is this positive attitude that fosters quality service as well as quality work.
We are a wealth management and financial planning firm dedicated to developing long-term, personal relationships with clients based on mutual respect and a commitment to serve each client's unique needs and desired level of service. We work with individuals, privately held businesses and non-profit organizations.
We are a wealth management and financial planning firm dedicated to developing long-term, personal relationships with clients based on mutual respect and a commitment to serve each client's unique needs and desired level of service. We work with individuals, privately held businesses and non-profit organizations.
Services
Keith Downey has been a financial advisor since 1998, working with clients and training other advisors. After spending much of his career with several large national firms, Keith wanted the flexibility to be able to provide his clients with a different type of experience and decided it was time to make a change.
At Stronghold Wealth Management we begin our work with you by gathering key information via a questionnaire followed by an initial meeting. Our goal is to not only learn about your financial situation but to truly get to know you as a person. In that way, we can work toward a financial plan that meets your specific needs.
Financial Planning - Our planning process is comprehensive and ongoing, factoring in all of life's expected and unexpected changes, to ensure that you can meet your objectives. Asset Management - The approach we take with your investments emerges out of the comprehensive financial plan. We constantly monitor your portfolio, rebalancing it and making tactical adjustments when necessary.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
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