Personalized portfolios built uniquely for you
investment management involves understanding how various strategies and techniques work, and when to apply them. not based on market conditions, but based on the goals and preferences you have as an investor.
At Local Wealth Management, we believe you deserve choice in how your hard-earned dollars are invested. your portfolio is designed specifically for you. Whether you’re seeking to grow your wealth, protect your nest egg, or find a sustainable withdrawal plan, we’ll recommend the investments, tax smart strategies, and techniques tailored to your preferences.
Why investment strategy matters
You’ve worked hard to build your wealth. Our guidance helps you make the most of it by providing support in investment management, retirement planning, estate and tax planning, charitable giving, and risk management. Let’s protect and grow your legacy with clear planning and real experience, so your wealth works for you today and for the generations to come.
Clarity & Confidence
A personalized investment strategy gives you a clear plan for growing and protecting your wealth.
Discipline
A well defined strategy guides clients when there is market volatility.
Risk Management
A strong strategy balances growth and protection, helping you stay on track even when markets shift.
Equity
Individual stock portfolios designed for growth, stability, or income paying goals
Fixed Income
Individual bond strategies tailored for asset preservation or income generation
Income-Paying
Multi-Asset approach curated to your specific income requirements
Diversified Portfolios
Offering both passive and active strategies, broadly diversified, utilizing ETFs or mutual funds
Direct Indexing
Personalized indexing allowing customization and tax-loss harvesting
Concentrated Stock
Multi-strategy approach designed to help diversify risk and minimize capital gains
Maximizing Your Investments with Expert Financial Guidance
Successful investing isn’t just about selecting individual stocks, it’s about understanding your goals, recognizing how emotions can influence decisions, and keeping your strategy on track. While anyone can buy investments or follow a plan, the real challenge is maintaining discipline and confidence during periods of market volatility. That’s where professional guidance can provide perspective and support to help you stay focused on the long term.
✓ Personalized Portfolio Strategy
We design a portfolio aligned with your goals, risk tolerance, and family dynamics, so every investment works together efficiently. You’ll see the big picture, not just scattered accounts.
✓ Unify and Simplify Your Investments
If your accounts are spread across multiple firms or advisors, we bring everything together into a coordinated strategy so your money is always working toward the same purpose.
✓ Investments That Work Together
We make sure each investment stands strong on its own and complements the rest of your portfolio creating balance, reducing risk, and improving overall performance.
✓ Tax-Efficient Wealth Management
We strategically place your investments across tax-deferred, tax-free, and taxable accounts to reduce your tax burden and give you greater flexibility when drawing income in retirement.
✓ Ongoing monitoring and adjustments
An investment plan isn’t “set it and forget it.” We actively monitor your portfolio and make proactive adjustments by rebalancing when markets shift your allocation and reallocating when your goals, needs, or family situation change.
Fiduciary Responsibility
A Local Wealth Advisor You Can Trust
As your local fiduciary advisors, we are legally and ethically committed to put your best interests first. Every decision, every recommendation, every step of the way. That means your investments, retirement planning, estate and tax strategies, and risk management are all designed around your goals, your family, and your legacy, not commissions or product sales.
Local Wealth Management is flat-fee, fee only firm with national-level experience, and a deep understanding of the needs of retirees and career professionals. We tailor our services for specialty professions such as business owners, physicians, and law enforcement.
We provide guidance that is clear, actionable and built to protect and grow your wealth.
Guiding Principle
In general, advisors have access to similar investment strategies. What’s unique is how Local Wealth Management specifically applies investment strategies that are right for you.
Investment Management FAQ
Why do I need an advisor if I can buy index funds myself?
Even with access to index funds, having an advisor can help you maintain a disciplined investment strategy that stays aligned with your goals, manages risk, and adapts as your circumstances change.
What makes one investment advisor different from another if we all have access to the same funds?
What sets one investment advisor apart from another isn’t the access to funds, most advisors can offer similar strategies. The difference lies in how those strategies are applied to your individual situation. Effective guidance involves understanding your goals, your decision making style, and what drives your behavior, so that your financial plan stays aligned with your needs over time.