Let us help you grow more than wealth


Invest with confidence

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.


How would a Biden blue wave impact sectors?

The U.S. government moves more like a lumbering supertanker than a speedboat that can suddenly veer off in new directions. Yet a Democratic sweep of the White House and Congress, were that to be the election outcome, would bring with it some key policy changes. We look at how this scenario could affect different market sectors and subsectors, and identify which of these could be the winners and losers. Read the full economic outlook in the latest edition of Global Insight.

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you.  To set up a consultation click on Contact.

Meet the team

Learn more about the Emmerling Wealth Management Group.


 

Latest Insights

Will the Fed's shifting inflation strategy impact the interest rate outlook?

The Fed now expects a nearly complete economic recovery by 2023, but we continue to expect an extended period of zero interest-rate policy beyond that.

Read more