YOUR FINANCIAL JOURNEY

Our Personalized Guidance

We serve affluent families who value our approach and want to focus on their needs and goals. Clients have a keen eye for quality products. When you choose to work with us, we believe you will notice the distinction because we genuinely care about you and take great pleasure in being your personal financial advisor. We believe the first step to building a new relationship is an open discussion to understand personalities, financial goals, fears, risk attitudes, experiences, and other factors that may impact your financial future.

“We should remember that good fortune often happens when opportunity meets with preparation.”
– Thomas A. Edison

“The best time to plant a tree was 20 years ago. The second best time is now.”
– Chinese Proverb

“The most important quality for an investor is temperament, not intellect.”
– Warren Buffett

“Everyone has a plan until they get punched in the face.”
– Mike Tyson

The common theme to these famous quotes revolves around developing plans and managing those plans. We work with our clients to understand their unique needs and their goals. And because life rarely happens in a perfectly predictable line of average events, we develop plans that can be periodically reviewed with you while addressing life’s inevitable changes. We will share our passion and knowledge of wealth management with our clients and we will do our best to make finance fun.

Investment Landscape

It’s an exciting time to be an investor, with so many opportunities to diversify and potentially grow wealth. Diversification and asset allocation can be a key element to mitigating risk and working toward long-term financial goals. With a broader range of investment options, investors can tailor their portfolios to their specific risk tolerance, time horizon, and financial objectives.

As our investment landscape continues to evolve, innovation in investment strategies has made it possible for individual investors to access sophisticated tools and products that were once exclusive to institutional investors.

At the Saks Wealth Management Group, we can tailor strategies to help you build a diversified portfolio that aligns with your financial goals, utilizing the right investment vehicles for your situation. Our job is to guide you through complicated financial decisions, provide access to exclusive investment opportunities, and help you avoid common pitfalls.

Investment Landscape

CONSERVATIVE		MODERATELY CONSERVATIVE
Cash & Cash Alternatives Certificates of Deposit Money Market Funds U.S. Treasury Notes		Treasury Inflation Protected Securities (TIPS) Investment Grade U.S. Bonds Mortgage-Backed Securities Convertible Bonds Bond ETFs Bond Mutual Funds Annuities
MODERATELY AGGRESSIVE		AGGRESSIVE
U.S. Sector Specific Stocks U.S. Market Cap Specific Stocks International Stocks Stock ETFs REITs High-Yield Bonds Stock Mutual Funds		Real Estate Structured Investments Alternative Investments Single Asset Deals Interval Funds Hedge Funds Managed Funds Commodities Currencies Private Equity Venture Capital Private Credit Private Real Estate
Diversification and asset allocation do not ensure a profit or protect against loss. Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.