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Wealth Management

As you’re probably very aware, it’s important to manage your assets wisely so that they can continue to provide you with a secure future. Making your money work for you is one of the most important parts of wealth management, and it’s what we strive to do here at 307 Financial.

What is Wealth Management?

Put simply, wealth management is when a qualified professional provides advice and counsel with the aim of keeping your money and other assets secure and growing. At 307 Financial, we often combine several services under the umbrella of wealth management so we can better fit your needs. For instance, your goals might include investing a portion of your wealth, managing a college fund for a child or grandchild, planning for retirement, or a combination of those things.

When you hire a wealth management professional such as Mike Zirbel, you will have the advantage of being able to keep your wealth with one person who knows your financial situation and goals. The fact that we keep everything in-house helps ensure that nothing gets lost in translation between two or more companies or managers.

One of the things that we discuss first and foremost is your comfort level with risk. Since wealth management typically involves investing your hard-earned money, there is always some amount of risk involved. However, there are many options that range from low-risk to high-risk—each with their own potential for reward. Mike will get a feel for how much risk you are willing to take and will then make informed decisions as to where to invest your money.

If you are in need of a wealth manager, give us a call at (307) 856-8200! We would be glad to assist you.