Personal wealth management: These three simple words carry the weight of your future and financial well-being.
Finding the right advisory firm to partner with you throughout this lifetime journey is probably the most important financial decision you will make, and it’s crucial to get it right.
Wealth management means something different to every investor. From basic asset allocation to complex risk-management strategies, your wealth advisor must have the knowledge, perspective and experience to help you plot your personal course.
At Divergent Wealth Advisors, we believe that no one should have to build wealth twice. And that’s why we are changing the way Utah investors engage with their financial advisors.
Utah Personal Wealth Management Is About More than Money
Most people think about wealth in terms of dollars. But personal wealth isn’t just about money. It’s also about financial perspective, wisdom, character, vision and values. It includes all the financial assets and emotional captial that bring your visions to reality.
Yes, making wise investment choices and growing your portfolio is a part of that. But creating a family legacy and an environment to teach future generation about healthy relationships with money takes time, attention and a purposeful effort. At Divergent Wealth Advisors, we can help act as the family CFO who will take the time to illustrate and educate your family to your generation financial vision.
That’s why we spend so much time with you, learning about your goals and aspirations as well as your fears. In our decades of experience, we have learned to listen first to the concerns of our investors — and to allay those fears — because it’s almost impossible to make sound decisions about the future when the sword of doubt hangs over your head.
Wealth Management from the Big Picture to the Important Details
Creating the best financial management strategy for you starts with the big picture, or how we get you from where you are today to where you want to be. Then we break those overarching goals down into short-term and mid-range milestones. This creates the roadmap we use to achieve your objectives.
But because financial markets are in constant flux, we revisit these milestones frequently and make adjustments as necessary.
One of our company’s guiding principles is that no one can accurately predict financial markets. That’s why we take a proactive stance in monitoring your personal wealth management plan and working closely with you to stay on track.
Personal Wealth Advisors for Wherever You Are, Wherever You Want to Go
Professional wealth management is as important in your 20s as it is in your 40s, 50s and 60s, no matter what the dollar value of your portfolio may be.
Your needs and goals are unique. That’s why we eschew the one-size-fits-all approach to personal wealth management. Whatever stage of life you’ve reached, it’s never too early or too late to establish a financial plan.
You’ll find that we do things differently at Divergent Wealth Advisors. With us, you’ll have no interminable questionnaires to fill out. You’ll find that we don’t use templates or offer routine advice.
Instead, our Certified Financial Planners™ work closely with you to create an interactive, customized plan that you can easily understand — and trust. And that makes it easy to follow.
In Utah, contact Divergent Wealth Advisors today to learn more about what sets us apart. We look forward to assisting you with all of your personal wealth management needs.