What We Provide
GOALS-BASED INVESTMENT MANAGEMENT
We work with our clients on an on-going basis to help clarify their lifetime goals. This allows us to build a customized investment strategy designed to achieve those goals, while striking the right balance between risk and reward for each client. Equally important are managing risk through diversification*, reducing the drag on performance by keeping investment expenses low, and managing the impact of income taxes. Our portfolios utilize ETF and index funds, allowing us the opportunity to achieve these objectives.
Successful investing is not about the rate of return you earn, but rather it’s the rate of return you earn after taxes. We realize that not paying attention to this element of investing may have a negative impact on not only ordinary income taxes and capital gains, but also the cost of your monthly Medicare premiums, and the amount of taxes that are paid on your social security benefits. At Monteith Wealth Strategies we offer a deep understanding of the impact of taxes on a successful investment plan.
Whether you are just starting as an investor, seriously saving and preparing for retirement, or in retirement, we can provide a plan and guidance to help you achieve success. If you are considering selling a property or business, we can create a plan that focuses on your rate of return after taxes.
We invite you to schedule a no-obligation and no-cost appointment with us to see if we may be able to add financial benefits to your future. Even if you do not decide to work with us we will do our best to have provided you with valuable information and insights. Also, we promise you will not experience any sales pressure.
*Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment loss. As with any investment strategy, there is the possibility of profitability as well as loss.