We're firm believers in the importance of professional investment management. We believe professional investment advice will give you more quality time with your loved ones, peace of mind, and better long-term results.
Our method consists of a deep understanding of the client’s financial goals, risk tolerance, and investment time horizon.
Your assets will be held at a third-party custodian, like Charles Schwab and managed by Drumond Wealth Management on your behalf.
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you.
In our initial meetings, we will talk about the goal(s) you want to achieve and will collect data about your current net worth, savings, and other sources of income.
You will have access to a planning software called MoneyGuide and will be able to visualize your customized plan with a personal login and password.
We'll regularly review and update your financial plan.
