To help individuals achieve financial freedom through disciplined asset allocation and security selection commensurate with each client’s risk profile. To provide client’s with a comprehensive, long-term perspective of their financial future. At Snowball Wealth Management we believe all Americans need financial advice, so we don’t have minimum net worth or minimum portfolio requirements. Many people of all income and education levels haven’t a clue what to do with their money. It’s a gaping hole in the American education system, and we’re here to help. We’re confident we can recommend a financial plan that suits your goals but doesn’t drain your pocketbook.
Smart investing starts with setting realizable goals and planning a portfolio around those goals. The goal often dictates the risk tolerance of a portfolio, which in turn dictates the strategy. We help our clients set these goals and then make recommendations for portfolio allocation and individual security selection. The appropriate allocation among different asset classes (stocks, bonds, cash, etc.) also has a dramatic impact on long-term performance.
We work with other financial and legal professionals to make sure you have a 360 degree understanding of your financial life. Integrating all your finances is our goal. We look at college funding needs, retirement goals, insurance coverage limits, and anything else that allows the client to sleep at night knowing their financial life is in order. We worry about money so you don’t have to.