We offer a unique team-based approach to wealth management. We firmly believe that in the complicated financial world, a single financial advisor cannot know all the intricacies involved in successfully leading a client through the stages of their life. Our multi-generational team is structured to work with multi-generational clients. We look not only at insuring our current clients are taken care of but that the generations to follow have clarity on their financial future as well. Each member of our team specializes in a different field of wealth management, allowing us to rely on their strengths when your financial needs evolve. Our clients tend to have complex financial pictures and each is unique. Many own businesses, expect to receive or give inheritances, have been divorced, or have unique needs based on their situations. Because of this, we offer a robust approach to helping them plan and organize for their future. Our process entails:
Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.
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Data breaches are worrisome and frustrating, not knowing if — or when — your information may be used by thieves. Taking these steps can help you regain a sense of control and may help safeguard your personal and financial information. Read more.
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, contact us.
Learn more about the Scatena Dietz Investment Group
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