Understand & Prioritize Goals
Through these discussions, we can get a better sense of what you have set this money aside for. Whether it’s a secure retirement, or a home on the ocean, we will work together to help you work towards your personal goals.
Determine Objective & Risk
This process will help clearly define your risk comfort level, and the risk your portfolio should take for potential returns, given your financial goals.
Select Management Style
We appreciate that clients have different investment philosophies, so we offer many portfolios to help address these views. Our advisors will help you choose your right fit.
Construct Your Personal Portfolio
At Freedom Wealth Alliance, you have the flexibility to select one, or a combination of our portfolios. Your advisor will help guide you through this process.