INVESTMENT MANAGEMENT
If your plan calls for ongoing investment help, we have you covered.
The following services are provided through 4Wealth Advisors, Inc. - an SEC Registered Investment Advisor
ONGOING INVESTMENT MANAGEMENT
At Brickwork Financial Planning, we believe in the saying, “No investment portfolio without a plan.”
A “plan” is defined differently for each client as depending on your age and financial complexity. It can be a deep dive into your overall financial situation or drawn up on a yellow pad of paper. We believe it is critical to connect your financial goals to your investment portfolio to meet with investment success.
When you hire us as your investment advisors, we act as fiduciaries by placing your interests in front of our own. We have a well-defined investment planning process during which we will deliver the following:
Evaluate your personal investment risk tolerance
Define your investment plans return need
Share the current global and stock market conditions
Once this process is complete, we will recommend a mix of stocks, bonds and cash for your portfolio. We will share the specific details of the investment portfolio that has been custom designed to meet your investment plan’s needs.
As your investment advisor, we will continue to meet with you to monitor the portfolio over time and make adjustments to adapt to the changes in your life and in the investment markets.