Proactive Investment Management

and Customized Monitored Wealth Management

Many advisors design a financial plan and an allocated portfolio that takes into account your current financial goals, time horizon, risk tolerance and overall investment experience and then hope that political and economic changes do not diminish your hard earned savings. We here at Center for Wealth Management add more to that.

We take an active approach to managing your portfolio by taking into account the current market and economic conditions. Then we continue to monitor your financial position compared to your overall goals using our Customized Wealth Management System.

If we have learned anything from the last decade, it is that it is too risky to continue to use the traditional Buy and Hold strategy.

Join the future of investing and financial consulting with us and Do Not let Hope be your strategy to pursuing your financial goals and dreams anymore!

Investment Tools

Our Investment Management incorporates all different types of investments. Below are just the most widely used to help our clients work towards their financial goals. Each offer different types of risks, not all are suitable for every investor. We will consult with you directly to design a portfolio that we believe should give you your best chance of progressing towards your goals. Then we monitor your goals and investments to ensure your portfolio is where you should be.

  • Stocks
  • Exchange Traded Funds - ETFs
  • Mutual Funds
  • Real Estate Investment Trusts - REITs
  • Business Development Companies - BDCs
  • Unit Investment Trusts - UITs
  • Commodities
  • Structured Products

All investments contain risk and may involve possible loss of principal.