Investment Planning

Take a closer look.

If you are like many investors out there, you may be watching key financial markets from a distance, still unsettled by the downturn of several years ago and left wondering about your investment strategy. This is not the moment for you to be passive—now is a great time to assess your situation, explore the current landscape, and make sure you are capitalizing on available opportunities so they don’t pass you by.

We proactively guide our clients, helping them protect and grow their assets over multiple generations by providing wise counsel and customized investment strategies.

We are also a fee-based planning firm. We have a vested commitment to seeing our clients’ assets grow. And we sell no internal or proprietary products – every suggestion we make has your best interest in mind. As your financial advocates, your success is our success .

Client-Focused Investment Services

Existing portfolio analysis
Review and assess investment objectives and risk tolerance
Design and construct customized portfolios
Proactive tactical portfolio management
Ongoing monitoring and reporting of portfolio activity
Quarterly performance reports
Regular performance reviews

Non-Profit Endowment and Foundation Services

Establishment of an investment policy that aligns with organization’s values
Identification of suitable portfolio asset allocation
Proactive management of fund investment assets
Ongoing reporting of the plan’s progress to trustee’s and relevant consituents
Comprehensive donor and employee financial education if requested

Additional Services

Benefit needs analysis in alignment with compensation plan
Deferred compensation agreements
Short and long-term disability, health, and life insurance
529 college savings plans
Comprehensive financial review

Investment Strategies to Reduce Taxes

Tax-loss selling
Bond swaps
Tax-efficient portfolios

Make sure you don’t let unanswered questions negatively affect your future. Arm yourself with an investment strategy that is appropriate for the times. This requires careful planning, access to unbiased research and objective advice. We offer each of those services, plus we will listen to you closely to fully understand your needs, risk tolerance and goals. We invite you to call our office so we can discuss your situation, adjust your financial strategy, and put a plan into action that is right for today.

For more information or to schedule your free consultation call our office at (540) 801-8000 or email us at info@goodwm.com and we would be happy to help you.

Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Good Wealth Management and Private Advisor Group are separate entities from LPL Financial.
Securities Offered Through LPL Financial Member FINRA / SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.