Generally, we promote conservative investments to decrease risk and increase the opportunity for a comfortable retirement. There are occasions when higher risks are called for. We will advise you on which path to take. And when.

Wealth Management Services

There are traditional methods of creating retirement wealth that are commonly used, but you should also consider newer ideas that are proving to be successful.

As with seemingly everything these days, technology is becoming a significant player in retirement investment strategy. For instance, the use of algorithms – a computer-based information and solutions process – can track market trends in real time allowing your investments to be re-balanced day-to-day. There are many examples like this in which you can use technology to your advantage in your quest for comfortable, stress-free retirement living.

If you’d like to discuss wealth management options you might not have considered, call our wealth management advisors at 724-382-1298 or complete the meeting form to start a dialogue.