Second Opinion - Find Out What Peace of Mind Feels Like . . .


When the markets turn as volatile and confusing as they have over recent years, even the most patient investors may come to question the wisdom of the investment plan that they've been following.

At WENDY STRUB WEALTH MANAGEMENT, we've seen a lot of difficult markets come and go. And we can certainly empathize with people who find the current environment troublesome and disturbing. We'd like to help - if we can - and to that end, we're pleased to offer a 2nd Opinion Service. No strings attached 

 

By appointment, you're welcome to come in and sit with us for a while. We'll ask you to outline your financial goals – and what your investment portfolio is intended to do for you. Then we'll review the portfolio for and with you.

If we think your investments continue to be well-suited to your long-term goals – in spite of the current market turmoil – we'll gladly tell you so, and send you on your way. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why, in plain English. And, if you like, we'll recommend some alternatives.

Either way, the coffee is on us.

With sincere hope, we want to be able to assist you. Don’t wait. Call or email us today and let’s take the time to meet each other.