Investment Planning

Investment Management and Stock Selection

At Health Meets Wealth Advisors, we are different.  There are no cookie-cutter allocations that can service everyone but help no one.  Independent from the large brokerages, we have the full universe of investment options to choose from.  Advisors at large firms merely have a menu provided to them of what they are allowed to use or what might make the firm more money.  We believe in a sound investment strategy that is consistent with the times.  Depending on whether you are accumulating or focused on distributing and preserving your investments, we have sound strategies to protect and grow your hard earned money. The stock market is a great place to invest your money, but not all the time, which is why alternatives can help diversify risk.  You’ve worked hard to amass the wealth that you have and we believe it should be protected during times of distress and flourish during times of prosperity.

“Wide diversification is only required when investors do not understand what they are doing.” - Warren Buffet

You're undoubtedly doing modest, subconscious acts of investment planning every day. With seemingly endless tasks and a finite amount of time, planning how you spend your time ensures that you get the most out of the hours you have.

Have you, on the other hand, spent time planning your investments?

You harvest what you sow, as the saying goes. Truer words have never been stated when it comes to enjoying your investments. Even if you don't have thousands of dollars to spend, taking the time to consider your options might be beneficial.

We want to help you build and preserve your wealth by developing a personalized investment strategy, diversifying your investments, and avoiding short-term distractions.

Our Methodology for Investment Planning

• Create a snapshot of a specific point in time: We examine your present portfolio to see where you stand. In some circumstances, such as utilizing tax-selling or profit-harvesting opportunities, we can provide rapid concrete solutions that benefit you.

• Develop an investment strategy: Using the information in your snapshot, we'll create personalized investment strategies designed to help you achieve your financial goals. This can be done by enhancing your current portfolio or recommending a set of tax-efficient investments that are in line with your personal financial objectives.

• Put your strategy into action: Our flexible approach to investment planning adapts to your changing needs. As your life and habits change, we'll lead and advise you on investment plan adjustments.

• Observe, advise, and consult: Our collaboration is ongoing. We'll review your investments, keep you informed, and communicate with you about proposed changes and potential risks or opportunities for your investments throughout our relationship.

To discover more about our investment planning solutions, schedule a meeting today