Investment Management
Ledge Wealth takes pride in building a customized portfolio for you. We are in business to serve a select group of clients very well with our services best suited for those with $1,000,000 or more to invest. All assets are managed on a fee basis and we accept no commissions in this area. Schwab Institutional acts as custodian for our investment management platform. Our process offers investment management on a discretionary basis for individual accounts, IRAs, and corporate assets. We build the accounts with Mutual Funds, Exchange Traded Funds, Stocks, Bonds and other various fixed income.
Once your goals are established, we will customize appropriate strategies to suit your vision and objectives for the sake of your overall financial well-being.
Once your goals are established, we will customize appropriate strategies to suit your vision and objectives for the sake of your overall financial well-being.
Financial Planning
Our main objective is to keep the wealth management process as simple as possible. We want to make sure that you are playing an active role as we build, refine, and improve your financial plan. Together we will manage risk and make sound financial decisions through the vital step of helping you discover the real purpose for your wealth.
We will cover the following major areas of planning as defined by the CERTIFIED FINANCIAL PLANNER™ Curriculum:
- Tax management
- Investment management
- Retirement strategies
- Estate conservation
- Risk Management
401k & Retirement Plan Services
Ledge Wealth understands the responsibility that comes with establishing and maintaining retirement plans in today’s increasingly complex landscape. Our consulting services provide employers with the confidence to meet their fiduciary and investment responsibilities and maintain competitive retirement programs.
We assist in all phases of employer retirement planning from initial plan design to a fiduciary assessment of your current plan.
Our Employer Retirement Plan Services include:
Investment Research & Monitoring
Fiduciary Education
Investment Policy Statement Creation
Employee Education
Fee Benchmarking
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