Wealth Management Process
Wealth Management Process
At Metropolitan Wealth Advisors, we do not beleive in cookie cutter portfolios or proprietary funds. We build and customize every portfolio based on your situation and future plans. As time passes and desires or situations change, we are there to make the changes with you.
First
Discuss your goals, income potential, risk tolerance, time horizon, and tax efficiency.
Second
Determine the proper asset allocation model that meets your desired investment criteria and risk tolerance.
Third
Implement the customized model that reflects your goals.
Fourth
We monitor your accounts and generate reports to help ensure that you stay on course.
All investments involve risk, the amount of which may vary significantly. Past performance is no guarantee of future results.