Portfolio Customization

Five Custom Portfolio Models

WFWM offers five portfolio models across the risk and reward spectrum to meet specific investor needs.  An appropriate portfolio is selected and customized based on your personal investment profile, including contributions, withdrawal needs, tax sensitivity, and investment limitations.

Portfolio models are reviewed on an ongoing basis by our wealth managers and advisory staff to adjust for changes in financial markets and the global economy.

WFWM offers five portfolio models on the risk/reward continuum from conservative to aggressive.

  • bullet-cpCapital Preservation
  • bullet-ciCurrent Income
  • bullet-bgiBalanced Growth & Income
  • bullet-ltgLong-Term Growth
  • bullet-mgMaximum Growth

Specialized Account Services

We specialize in working with professionals, executives, business owners, and retirees.  We also provide joint strategies for couples looking to accomplish mutual goals.

Professionals & Executives

  • 401(k) & 403(b) plans
  • Non-qualified deferred compensation
  • Pension elections
  • Restricted stock & options

Business Owners

  • Individual 401(k)
  • Profit sharing plans
  • Defined benefit pension plans
  • Retirement trust accounts

High-Net Worth Retirees

  • Portfolio income needs
  • Required minimum distributions (RMDs)
  • Irrevocable & revocable trusts
  • Gifting & legacy planning

Our client-centered approach seeks to establish long-term relationships and provide useful advice for informed financial decision-making.

Next: Portfolio Monitoring

Wechter Feldman