Portfolio Planning is at the Heart of Our Process
We believe that all successful relationships begin with listening and communicating. That’s why Pintler Wealth Management Group takes the necessary time to learn about your financial situation and the goals you have for yourself, your business, and your family. We’ll be by your side through life transitions and key events – such as starting a family, buying a home, changing jobs, and caring for an aging parent. Learn about our Personal Portfolio Planning cycle by clicking each phase.
Personal Portfolio Planning
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1
Investment Management
For our advisor clients, understanding the economy and market cycles, and how those impact your investment goals. Utilizing a conscientious tax perspective when making investment changes, advisory and fiduciary relationship and duties to clients, appropriate risk management techniques, and showing how not all portfolios are created equal.
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2
Asset Protection
Liability management planning through various entitites and vehicles to work to help maximize transparency and performance, all while striving to protect them from down markets and unforeseen changes.
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3
Retirement Planning
Utilizing the Envision® planning process and software, as well as online integration with your client portal, transferring your wealth, tax planning strategies (along with your CPA), estate planning strategies and more.
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4
Wealth Transition & Estate Planning Strategies
Getting to know your beneficiaries and how this wealth impacts them. Mindful gifting and charitable contributions. Estate planning strategies aligned with your will or trust (we work closely with your estate planning attorney).
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5
Review & Stewardship
Integrating your values, vision, and wealth into your overall plan. We can meet to review your plan to reflect changes in the markets and with your own life. Being mindful of what's most important to you and helping to create your legacy for future generations.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Advisory accounts are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.
