About Us

A financial advisor’s role is to design and implement a financial plan based on your time horizon, your investment objectives, and your ability to tolerate risk. There are many vehicles available to help you reach your financial goals.

YOU are in the driver’s seat!

WealthRIA will work with you to achieve your goals by:

Personal Consultation

In consultation with you, your WealthRIA advisor identifies your Investor Profile based on six key factors: time horizon, net worth, savings rate, risk attitude, investment knowledge, and money values.

Investment Proposal

WealthRIA then generates an Investment Policy Statement (IPS) based on your Investor Profile. Your individualized IPS is designed to maximize returns relative to your risk tolerance.

Portfolio Implementation

WealthRIA invests the assets in strict accordance with the IPS.

Performance Reporting

WealthRIA provides you with a comprehensive reporting package that includes portfolio performance and information for the quarter.

Rebalancing

Continuous monitoring ensures that your portfolio remains in compliance with your IPS. WealthRIA periodically rebalances the portfolio back to the original guidelines, if that is your goal.

Regular Communication

Your circumstances may change over time, bringing new opportunities and challenges. Your WealthRIA advisor will communicate with you regularly to provide ongoing financial advice.