With nearly 70 years of combined industry experience, all of our energy and activity is focused on our clients’ financial success. To help accomplish this we utilize a proven, disciplined and tax-efficient approach to the allocation and protection of their financial assets. By continually assessing our clients’ financial situations, long-term goals and risk tolerances, we can develop a customized, flexible wealth management plan to help meet their unique needs. Assets are invested and monitored using a detailed feedback and tracking system. In addition, current and potential liabilities are monitored regularly. We are dedicated to clear communication while providing the highest levels of service and accountability. To help ensure that their wealth management plan encompasses all aspects of their lives, we also work with our clients’ other professional advisors so that collectively we are all focused on the same objective: our clients’ success.
As the 2020 U.S. election approaches we examine how results could affect the Fed, its policies, and U.S. fixed income markets. Read the full economic outlook in the latest edition of Global Insight.
Learn more about the Emmerling Wealth Management Group.
October 20, 2017
Charitable Giving Benefits
September 3, 2020
Global Insight Weekly
The Advantages of Long-Term Care Insurance
Social Security fundamentals
November 3, 2017
Cyber Security - Strategies for Staying Safe Online
The outcome will impact U.S. trade, foreign, and regulatory policies. We look at the repercussions for the EU and UK as well as portfolio strategy.