Our objective is to design a portfolio that helps you reach your goals without the normal volatility you would expect from the markets. Most people already have savings, investments, and retirement funds, but they don't have a plan. We start by listening to you; your dreams, your goals, and your wealth planning needs.
We work with you to lay out the framework and then prioritize what's important to you. We then develop a financial and investment plan that fits your lifestyle. Our strategies were designed to help you gain confidence in your financial decisions which may give you freedom from unnecessary stress and can help move you closer towards your ultimate success.
We work with you to lay out the framework and then prioritize what's important to you. We then develop a financial and investment plan that fits your lifestyle. Our strategies were designed to help you gain confidence in your financial decisions which may give you freedom from unnecessary stress and can help move you closer towards your ultimate success.
Services
Larry Menna, CFP, AIF is president/owner of WealthTarget Investment Advisors, LLC, a registered investment advisory firm. Larry envisioned building WealthTarget shortly after he became a financial advisor in 1995. Back then, he worked with Raymond James Financial Services on a commission-based platform.
For your Investment Management needs, our WealthTarget Portfolios are based on nine different risk profiles which are then finely tuned to each client. Our research process has been developed to find what we consider to be some of the best professional money managers on Wall Street. For some clients, we offer individual stock portfolio management utilizing a process we have developed in-house.
Most people already have savings, investments, and retirement funds, but they don't have a plan. We help you define your target; we then teach you how to aim. By managing your cash and shielding yourself from many of life's risks, you gain confidence. With that confidence you can then make better investment and retirement planning decisions giving you freedom from some of life's stresses.
Investment professionals usually get paid in one of two ways, commissions for "selling" you a product, or fees for giving you advice-much like a doctor or lawyer, or CPA. We only get paid for advice. Imagine if your doctor had to "sell" you stuff to get paid, how many ailments would you have? Passive management means that there is no skill used in managing a portfolio of stocks, just a list based on a market index.
In this week's recap: Tapering news, profits, and other encouraging data lifts stocks. THE WEEK ON WALL STREET A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain. The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor's 500 advanced 2.00%.
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