Educating Our Clients Is Empowering
Despite an abundance of financial information available in the media, longtime investors often find themselves owning products and investments that may no longer serve them well. At the same time, important considerations have fallen through the cracks.
“No one knows what they don’t know,” says Salvatore Pitti, CFP®, Senior Vice President, Wealth Advisor and Senior Portfolio Manager with The Pitti Group at Morgan Stanley. “I have found the most successful investors are those who are open to having new conversations and exploring new ideas.” …Read More
Risk Tolerance Is Essential
for Investment Success
“Money is supposed to provide you with a sense of security and comfort. If your investments have caused you to feel stress, your portfolio is invested incorrectly!”
– Robert D. Cohen, Managing Director – Wealth Management, Senior Portfolio Manager, Certified Investment Management Analyst at UBS Financial Services
Cohen is an advisor who provides true customized portfolio management. When it comes to growing and protecting his clients’ wealth, he couldn’t be more serious. …Read More
‘Softer, Gentler’ Wealth Management
If she’s heard it once, she’s heard it a thousand times. “Many of my clients – whether they have a million dollars or 10 million – joke about becoming a bag lady,” says Maura Griffin, CEO and principal of Blue Spark Capital Advisors, a fee-only investment management firm based in Manhattan. “They’re afraid of making bad decisions.”
Griffin’s job, of course, is to help build long-term financial security for her clients so they don’t face that fate. While she serves a wide-ranging clientele, she has a special affinity for women, …Read More
What Do Planning for Retirement
and Landing an Aircraft
Have in Common?
The answer is simple: A wrong
move could be disastrous!
Once, Americans were carefree passengers who enjoyed the benefit of a secure pension to provide income in retirement. Today, retirees receive a lump-sum 401(k) distribution and are encouraged to wing it. These pilots have as good a chance of successfully managing their own investments as they do spontaneously landing an airplane.
When a seasoned pilot prepares to land an …Read More
Life-Goal Manager to a Select Clientele
The Culov Group at Morgan Stanley works for families of business owners, professionals and other high-net-worth individuals who may lack the time or knowledge to give their finances the
attention they deserve.
“We strive to be everything financial to our clients,” say Amela Culov, Vice President, Financial Advisor, and Emir Culov, First Vice President, Portfolio Manager and Financial Advisor.
“Our clients are successful people with complex …Read More
‘Let Our Experience Help You to Maximize Your Retirement Experience’
Howard “Fritz” Haller, CFP® is a “glass half full” kind of financial advisor. He’s optimistic yet realistic, always looking for ways to help his clients retire earlier and better. And he’s the rare advisor who isn’t worried his clients are going to run out of money in retirement. As far as he’s concerned, that’s just a scare tactic.
“I’ve never had it happen,” says Haller, president of H. Haller Financial, in Saugerties, New York. “Not once in 30 years.” …Read More
Shared Vantage Point Distinguishes
Advisor’s Client Relationships
Most pre-retirees, retirees, business owners and successful executives understand the need for solid, tailored, unbiased financial advice. In their search for the right advisor, they often picture someone addressing their questions and concerns from across the table.
Salvatore “Sal” T. Valente III, RFC®, RICP®, president and CEO of the Valente Group LLC, doesn’t work that way.
In fact, when he began his career in the financial …Read More
Strong Client Relationships, With The Goal
Of A Deep, ‘Rewarding’ Financial Experience
It doesn’t take long to realize that with Michael J. McKeever, understanding is the name of the game: his understanding of you and your understanding of everything he does to strengthen your portfolio.
McKeever is a financial advisor affiliated with Ameriprise Financial. He’s gregarious, lively and professional, and his first priority is to get to know his clients in depth. His questions unearth what they know about the markets; their risk …Read More
Investing With a Safety Net
The Millman Group at Wells Fargo Advisors takes wealth management personally.
“If it’s not good enough for our mothers, it’s not good enough for our clients,” says Jonathan Millman, CRPC®, Vice President – Investments, PIM* Portfolio Manager. “At The Millman Group, we treat your money like it’s our money.”
The goal, of course, is growth, but prudent, safe growth. “We don’t take huge risks with our clients’ money,” Millman explains. “We just try to keep the needle moving in the right direction as much as possible.” …Read More
Nationally Recognized Portfolio Manager
Draws on Extensive Research, Uncanny Insight
As a young man in 1978, Edgar R. Page seemed a bit of a paradox. While he possessed a deep love for people and a desire to improve the lives of those around him, he also had a keen gift for objective analytics. Page had been noticing patterns emerge in what had become a very erratic and unpredictable financial market. With an uncanny ability to see these almost imperceptible patterns, he was able to recognize trends long before they became headlines. So he left behind a career working for Cornell University NYS Veterinary College. …Read More