Our Approach: To build and protect true wealth!

 

Here are the steps we take to achieve success for our clients:

 

  • Holistic: Investing is only part of the Comprehensive Wealth Strategies approach.

     Unlike “investment only” bankers, we weave together investments plus tools for cash flow, tax efficiency, business buy-sell agreements, estate planning, income protection, insurance, and other risk management tools. This holistic approach lets you build true wealth while also protecting it from being wiped out by an unexpected lawsuit, economic downturn, divorce, sudden disability or other challenge. 

  • Values-Driven: We combine numbers-driven planning with values important to you.

     Since money is only a tool, we define wealth in terms of how you’d like to live, what you’d like to accomplish and experience, and what dreams you’d like to pursue.  Once we know your definition of true wealth, an important part of the Comprehensive Wealth Strategies’ approach is getting partners (including business partners) on the same page about finances and goals so we can work together to achieve bigger dreams, faster.  To do this, we use Integrity and core values such as freedom from debt, generosity, responsibility, and experiencing complete contentment today to create the plan that will set your financially free.  

  • No Exotic Schemes: We avoid the excesses that triggered the market crash.

     At Comprehensive Wealth Strategies we emphasize these five beliefs; discipline, securing your family, looking ahead, saving, and “giving back”.  That might sound unglamorous and old-fashioned, but it was “new-fashioned” financial strategies like leveraging debt, maintaining poor reserves, and chasing returns that triggered the market crash and wiped out so many portfolios, retirement accounts, and dreams.  The investment vehicles and wealth-building strategies we offer are sound and secure.  We will continue to use these tools in new ways to keep our strategies relevant and effective as the economy, markets, and your needs continue to evolve.

  • Easy Access to all your “Life” documents: We put you in control.

     Comprehensive Wealth Strategies serves as your full-service advisor for investments, asset management, retirement accounts, insurance, estate planning, and risk management.  In addition, we give you access to The Living Balance Sheet® - a life management tool that includes important organizational functionality.  You’ll have secure access to documentation on all your current investments, plans, policies and records.  You’ll always know what’s what and how to put your hands on what you need when you need it at a moment’s notice.

  • Rigorous Assessment, Not Continuous Trading: Talking a calm, structured approach to wealth-building.

In contrast, many of the reinvestment professionals use what they call "active management."  This is another way to say that they do a great deal of trading trying to keep up with every fluctuation in the market.  Unfortunately, all this trading - and all the paperwork, commissions, trading costs, and involvement it generates for you - doesn't build wealth faster.  Comprehensive Wealth Strategies is different.  We use a structured approach that trades your portfolio less often because we assess it in far more depth and with far more rigorous analysis of what's likely to happen in the months ahead.  This results in a far calmer experience for you.  Unlike "active managers," our historical track record using this calm approach has been very successful at beating the annual performance of indexes as well.

 


Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC.
OSJ: 1767 Sentry Parkway West Suite 200, Blue Bell PA.
267-468-0822 PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Comprehensive Wealth Strategies is not an affiliate or subsidiary of PAS or Guardian.

This material is intended for general public use. By providing this material, Guardian is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

Important Disclosures

2015-6636 Exp 6/17

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