SERVICES
We work closely with you to obtain a clear view of your current financial picture. We then develop a unique plan of action so that you may reach financial stability, security, and independence. We also coordinate with your accountants, attorneys and insurance professionals to implement a holistic approach to the management of your wealth.
Our investment approach – whether for retirement planning or reaching some other financial objective – is goal-oriented. We implement our investment decisions through diversification by allocating your investments over a variety of different asset classes and over a variety of investment vehicles and management styles within each class. Lack of proper diversification can cause you to miss unexpected opportunities and/or expose you to unforeseen investment pitfalls. We believe that allocating your capital according to a carefully planned diversification scheme is the most appropriate way to achieve acceptable risk-adjusted, after-tax returns, commensurate with your needs and willingness to bear risk.
Compliance Documents
Further information about Wiener Financial Management can be found in SEC Form ADV Part 2A and Part 2B, as well as our Code of Ethics, which may be accessed by clicking on the following links:
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