OUR SERVICES

HELPING YOU REACH YOUR FINANCIAL GOALS

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INVESTMENT MANAGEMENT


Every investor is looking for a different goal and this needs a different investment approach; one that takes their portfolio to the best possible performance with the least amount of risk. It is not how much you make in performance, but how much you keep for your retirement savings. Our portfolio management seeks to preserve and potentially grow your wealth. To accomplish this, we seek to deliver superior returns, with the highest level of personalized service and professionalism. What makes us special is our high level of service and attention to personal emphasis. We build our services around you and your goals. Your portfolio is designed for your unique situation and as your needs change, our ongoing management process ensures that your investment portfolio evolves with you.

For every client we create an Investment Policy Statement (IPS).
This IPS outlines client objectives, time horizon, target rates of return, risk tolerance, and their portfolio allocation.

DIVERSITY OPTIONS

Our investment strategies include a broad range of asset classes that meet our client objectives.

INDIVIDUALLY MANAGED

Each investment portfolio is individually managed to ensure best results.

CONSTANT MONITORING

We constantly look for opportunities and modify portfolios to get the best performance.

SECURITY STANDARDS

All our services are continuously monitored and pass all the highest security standards.

INSURANCE SERVICES


At von Adelung Wealth Management we take a different approach to insurance. We believe that insurance should bring you peace of mind, not a financial burden.
There are many types of insurance each with many options and benefits. The most well-known are medical and life insurance. Often an insurance company may try to sell the product that is best for them, not necessarily the best for you.

We take a different approach. We find out your exact situation and needs. We then take the time informing you what is available, its benefits and problems.

We then work with you in deciding which products will fit your needs. On this we differ from most. We also keep in mind the bigger goal of achieving financial independence.

Insurance Services

LIFE INSURANCE SERVICES

Life insurance has many uses for example it can be used to replace lost income, pay estate taxes or as a tax-free supplemental retirement income source.

ANNUITIES INVESTMENTS

Annuities are designed to be a reliable means of securing a steady cash flow for individuals during their retirement years.

HEALTH INSURANCE

Health insurance is a tool used to provide income against loss due to illness or bodily injury. It can be purchased directly by an individual, or it may be provided through a group plan.

BUSINESS INSURANCE

Business Overhead Expense Insurance provides coverage in case the owner of a business is disabled. It will pay his/her operating expenses during the period of disability so the business can continue to function.

RETIREMENT PLANNING


No matter where you are in life or if your employer offers retirement plans such as 401(K)s or not it is necessary to prepare oneself financially for retirement; this includes actually planning for the lifestyle you want to have.

At von Adelung Wealth Management we work with you to achieve your goals for retirement.

There are many IRS qualified retirement plans too choose from that are 100% tax deductible. Some have a yearly cost to open and fund and some plans do not have any costs.
You really need to know your choices.

As a business owner you want to most efficient plan for your personal situation and monitor the plan yearly for the largest tax deduction.

We want to make sure you have the right plan that you can fund on a yearly basis based on your business cash flow and retirement objectives.

We will work with plan administrators to get the exact plan that meets your goals and objectives.

RETIREMENT ANALYSIS

Retirement analysis is a unique service that determines if you are ready for retirement financially and then helps you take the financial steps needed right now.

RETIREMENT ACCOUNTS

401(K)s, Simple IRAs and 403B can be great assets, but unfortunately they are often not well managed, we take over these accounts to ensure they are performing well regardless of the market conditions.

RETIREMENT PLANNING

From investing capital that generates ongoing income to purchasing the ideal home, ideal retirement doesn’t just happen needs to be thoroughly planned and managed. That is what we are here for, to help you each step of the way.

THE FAMILY'S FUTURE

Are your children ready for you to retire? Our assets management and retirement management works with you to reach your financial goals not just for yourself but for your whole family.

FINANCIAL PLANNING


Do you want to reach financial independence? Are you planning to buy your ideal building? Do you want to know if you are ready for retirement? Then our financial planning service is a must.

In this service we do a full analysis of all financial information, assets and income sources, we then work with you to plan out exactly, step by step, how you will accomplished your financial dreams.

FINANCIAL INFORMATION

We gather full financial information, including all income sources and looses, IRD data, investments and more.

IDENTIFY OBJECTIVES

We break down with you the exact objectives you want to accomplish in short and long term.

COMPLETE ANALYSIS

We process and analyze all the financial information, including future benchmarks.

FINANCIAL STRATEGY

We plan out the exact financial steps you need to take to get to your goals and then follow up till you get there.

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