Brent Weinmann
My Mission Statement
My Story and Services
I believe that goal’s based wealth management is comprised of four essential steps. Step #1: Client profiling and goal articulation & prioritization. Step #2: Planning, analyze, and strategize. Step #3: Investment proposal and implementation. Step #4: Ongoing management and monitoring of plan.
While investors often share many preferences, I see each investor as being unique. Understanding and making decisions based on your unique parameters is vital to your success and thereby the success of our relationship. The commitment I make to every client is to take the time to understand who you are as an investor. With that as a starting point, I'm able to build and implement strategies that suit your particular needs.
The discretionary portfolios I manage have components of growth, risk management, and cash flow. Placement within these elements is determined based on client’s goals, objectives, and risk tolerances. It has been proven, and I've observed, that a client’s allocation among asset classes will determine both long term returns and near term volatility. I also place special emphasis on providing clients with a knowledge base from which to form reasonable expectations. My objective is to guide each client in reaching their objectives in the manner in which they are most comfortable. Finally, on-going review is an important part of our relationship. It helps me make adjustments as changes occur both in your life and in the financial markets. All of my recommendations will be in investments that allow the flexibility to adapt and adjust to unforeseen changes.
NMLS#: 1595012
WORKING WITH YOU
The Weinmann Method
My investment philosophy focuses on taking a long-term approach that is customized based on each individual client. I take time at the beginning of the relationship to understand completely what the client is looking for and what their goals, objectives, and risk tolerance are so that I can put together a plan that the client can be satisfied with over the long-haul, but has the flexibility to be changed should circumstances dictate.
In terms of my investment approach, I believe that asset allocation is the key component when portfolios are designed and diversification reduces risk. I aim to reach goals and objectives by taking as little risk as possible and avoid illiquid investments. I realize the importance of capital preservation and believe that the avoidance of significant loss is paramount to long-term investment success.
Let's begin with a thorough discussion to explain and ascertain your needs, wants, and values. It is important to me that I have a thorough understanding of every facet of your life that affects your financial goals and decisions. Every financial strategy should be unique because everyone is different.
To conduct a full assessment of your financial situation, I make use of a range of financial planning and risk analysis tools. I then create a comprehensive financial plan that will help you accumulate, safeguard, and transfer wealth in line with your objectives.
I work with you to implement the strategies and recommendations discussed in your plan, tailoring them to fit your overall invesetment objectives.
My relationship with you is extremely important to me, and I want to keep it that way. I communicate with you frequently to provide account updates. Additionally, I keep tabs on how well you're doing in achieving each of your objectives and adjust your financial plan as need when your circumstances change.
Client Service Team
Location
Portfolio Insights
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