Investment Management

 At Waxman Financial, we take the time to understand what’s most important to our clients. Where do you want to be years from now?  What keeps you up at night?  These are important questions that require careful consideration and planning. 

We are passionate about helping our clients make their long term goals a reality.  

Using a proprietary process, our investment management service is personalized to each of our individual client’s goals and risk tolerance.   

Benefits include:

• Professional Management - our experienced asset managers will customize a portfolio tailored to your specific needs and risk comfort level
• 5 Star Customer Service - you will always have a friendly, dedicated person to call and answer any questions or concerns you may have, providing you with the highest level of personal service and attention 
• Regular Contact - we will meet with you in person, over the phone, or via video conference to review your portfolio and monitor your financial plan
• Transparency - you should know exactly how much you’re being charged for your investment management fees. That’s why we send our clients a notice every quarter that clearly shows how much they are being charged. Total transparency...no hidden fees or sales charges. 

In addition to ongoing reviews and monitoring of your investments, our clients will also receive:

• Regular reminders to keep you on track
• Account rebalancing
• Quarterly market updates
• Tax loss harvesting
• Annual retirement distribution planning