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Wealth Management & Planning

Wealth Management & Planning

Wealth management is the highest level of financial planning services. Our wealth management includes comprehensive investment management alongside financial advice. As wealth managers we handle complex financial issues and coordinate financial experts on behalf of our clients. We take a holistic approach by getting to know our clients and tailor plans specific to their individual long term and short-term goals, risk tolerance, income needs, and retirement horizon. We build a road map and show clients how we are going to achieve their financial success. 


Services:

  • Creation of wealth plan specific to you and your needs
  • Annual Wealth Plan Review
  • Budget Analysis and Spending Review
  • Goals Assessment and Prioritization
  • Wealth Planning Checklist and Organizer
  • Investment Overview
  • Retirement Planning
  • Social Security Maximization
  • 401(k) Guidance
  • Retirement Plan Distribution Assistance
  • College Savings Plans and Analysis
Legacy Planning

Legacy Planning

Your legacy is not just measured in material wealth. Your legacy is the sum of all of your lifetime experiences and adventures. At Nowfel Private Wealth Management we take a wholistic approach to legacy planning. You undoubtedly have a number of personal values, morals, ideals, beliefs, and philosophies that are important to you. We work with you to specifically understand what they are and help you build a plan that not only passes on your wealth but your legacy. 

Investment Management

Investment Management

Your investment portfolio is about much more than your account balance. 

Our philosophy is that it is not about achieving the highest return on your investments in any one given year but consistently achieving return year over year over year. We take a long-term investment management approach. We build custom portfolios for our clients based on the wealth management and road mapping process they go through when initially meeting. Then we implement the investment strategy. We monitor underlying investments daily, rebalance portfolios quarterly, proactively replace managers when necessary, and communicate with our client’s every step of the way.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

sarah.nowfel@cambridgesecure.com | (303) 907-7910