If you want to diversify your assets and expand your investment opportunities, partner with our trustworthy Sun City West wealth management firm. Explore the four benefits of working with a seasoned professional to create and manage a diverse portfolio.
4 Benefits of Using a Sun City West Wealth Management Firm to Handle Diverse Investments
1. Personalized Guidance
Wealth managers build an investment plan that caters to your personal needs, preferences, and goals. We’ll craft a diverse portfolio designed to achieve your financial objectives, such as retirement, higher education funding, travel, real estate, or business. The investment time horizon also plays a role in the recommended asset mix.
Paul Axberg has the expertise to balance these priorities effectively, providing holistic, comprehensive advice that incorporates local considerations for residents of the Phoenix metro area. As your life changes through the years, we’ll make sure your investments keep pace.
2. Potentially Reduce Risk
We diversify your portfolio to optimize your potential return while minimizing risk. The customized mix of assets will align with your age and risk tolerance. Our firm offers more than 100 different financial products and services, so we can develop solutions that pursue your unique needs.
When market conditions shift, your advisor makes adjustments accordingly so you can stay on course. We monitor and review your accounts regularly to ensure your portfolio continues to serve your needs. In addition to a variety of different asset types, we incorporate diverse industries and geographic locations with the goal of hedging your holdings against market threats.
3. Tax Benefits
With a deep understanding of applicable tax laws, Paul Axberg strives to reduce the financial impact of taxes on your portfolio. This guidance becomes especially valuable if you’re a business owner or have more than one source of income. For example, many of our clients use the tax-loss harvesting strategy to reduce capital gains tax by exchanging two similar assets.
We can help you qualify for health insurance incentives and create a charitable giving plan to offset your tax burden. We also advise on how to optimize your gross income level, take care of withholdings and estimated tax payments, and guide you on the effective use of retirement vehicles such as Roth IRAs.
4. Legacy Planning
Many of our clients plan to leave an inheritance to the next generation. We advise about the impact of financial decisions on your estate. For example, you may want to reduce your annual taxable income with tax-free gifts to family members during your lifetime.
We can also set up trust accounts and other tax-advantaged accounts. If you want to donate a portion of your wealth to a charitable organization, our firm can help you determine the most efficient way to achieve this goal.
Our proprietary process starts with our Foundation FORMula and its three Ds. Your advisor will guide you in discovering your priorities, design a personalized plan, and deploy the targeted asset strategies. Contact Axberg Wealth Management, LLC in Sun City West, AZ to schedule a consultation today and explore our active approach to portfolio management and diversification.
Disclosures
Content provided through a collaboration with Paul Axberg and Schnebly Hill Digital Marketing. This content was generated using the help of AI research, and is intended for informational purposes only. Please consult a qualified professional for personalized advice.
