BUILDING WEALTH AND WEALTH MANAGEMENT

A thorough discussion about risk management is the cornerstone of wealth management. We design our portfolios to maximize returns given the level of risk you are prepared to accept.

At Vancea Financial Group we believe the cornerstone of wealth management is the understanding of risk. Once there is clarity about your individual risk tolerance, a wealth management strategy that includes risk mitigation strategies alongside preservation and growth strategies can be formulated to best suit your comfort level and expectations. In our experience, other financial planning firms pay too little attention to not only individual investor risk tolerance, but also the inherent risks in individual investment products and how they affect wealth preservation and growth.

Markets will fluctuate unpredictably. While we can’t influence market volatility, we can create a portfolio of investment products that is structured to absorb these fluctuations in a way that is comfortable for you while still maximizing potential return. The direct relationship between returns and risk creates a portfolio construction challenge that you and your Vancea Financial Group Advisor can tackle together.

The management of your wealth extends beyond investment product selection, though. Wealth management services including debt management and tax reduction will also have an impact on wealth preservation and growth.

Finally, it’s important to remember that the management of your wealth is a lifelong commitment. Your needs, circumstances, objectives and dreams all change based on your life stage, so trust your Vancea Financial Group Advisor to work with you throughout your wealth management journey. Our objective is to help you understand the risk-return relationship and structure a wealth management strategy that makes you both comfortable and optimistic.

The first step is to start the conversation.

Contact your Vancea Financial Group Advisor