We are proud to be recognized by Forbes in 2024 as a Best-in-State Wealth Management Team.
The Friedman Peters Group employs a top-down strategic planning approach to managing our clients' wealth. Our job is to help manage risk and grow assets responsibly in order to achieve client objectives. We help clients domicile assets in the optimal trust and estate structures to help minimize taxes, shelter assets from probate and preserve beneficiary entitlements. Strategically, we allocate assets to help maximize portfolio return potential while minimizing risk. This allows us to make the tactical decisions that help add to performance. The concept is to create a balanced portfolio where risk is managed through prudent diversification.
Our planning-based, customized approach begins with a detailed cash flow analysis that lets you know where you stand relative to your goals. We present this to you in a single yet customized wealth plan. This analysis assesses the probability of achieving your goals through a variety of scenarios. We establish what you have, your risk tolerance and how your assets should be allocated to help achieve the highest likelihood of success. After assessing your individual financial goals, liquidity needs, time horizons and risk tolerance, a frame of reference is established for the strategic asset allocation.
Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »
Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.
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The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.
