Your long-term financial needs and goals are unlike those of any other.
At Stangier Wealth Management we provide our clients with the individualized attention and service that they deserve.
We understand the complexities of today’s investment environment and have the knowledge and experience to provide
our clients with workable solutions to help them pursue their financial goals.
Your job is to live today while we look out for your financial future.
We are here to help you navigate obstacles and help keep you on track every step of the way.
Upcoming Events
Myths of Investing • This class will examine why over half of all investors do not get market returns and teach you how to measure your portfolio to see if it is efficient. Are you getting the optimal return for the risk you are taking?
The class will also help you identify if your portfolio is built on the common myths of investing created by the industries marketing or if it is prudently built on 50 years of academic research. We will give you tools so that you can see if your portfolio managers are doing what you hired them to do. Your financial goals are important. Learn if your portfolios are constructed in the most advantageous way to help get you to your goals.
Blog
