Strategic Wealth Management
for Pre-Retirees and Retirees
Your experienced and knowledgeable
team captain for all things financial
You’re ready to enjoy your retirement
And you need a qualified wealth management
advisor to support you in the years to come
Establish a plan that helps you
retire when you’re ready
Align your finances and investments
with the lifestyle you want
Enjoy the free time you’ve been
waiting for - we’ll handle the rest
Our Services
Comprehensive wealth management
plans created just for you
Financial
Planning
Retire with confidence knowing
your have a personalized financial
plan aligned with your goals
Investment
Management
Support your retirement lifestyle
with strategic investments
matched to your risk tolerances
Alternative
Investments*
Manage your investment volatility
while balancing risk and returns with a customized investment strategy
*Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor's portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Who We Serve Best
Our experience isn’t a perfect match for everyone.
We work best with high net worth families and individuals.
Pre-Retirees
You’re in the final stretch of your career and deserve a
professional to help you cross the finish line.
Retirees
You’re ready to enjoy your free time. We can ensure your
finances keep working on your behalf.
Do You Have the Right Strategy
in Place for Retirement?
Explore our 3-bucket strategy to help ensure your investment portfolio provides the financial support you need to enjoy a comfortable retirement
"*" indicates required fields
Portfolio: $2,000,000
Guaranteed Income: $50,000
Income needed in Retirement: $120,000
Additional Annual Income Needs: $70,000
BUCKET 1
Interest = 3%
1 - 2 YEARS
Cash or Money
Market Funds
Safety
Immediate Liquidity
Emergency
Dry Powder
BUCKET 2
Interest = 4.5%
3 - 7 YEARS
Individual Bonds
Safety
Future Liquidity
Emergency
Dry Powder
BUCKET 3
1. Dividend = 3.1%
2. Price Appreciation
7+ YEARS
Growth Stocks
Dividend Stocks
Alternative Investments
Index Stock Funds
Stock Mutual Funds
Preferred Stock
Peter Metcalf, CFP®, CRPC®
This is a hypothetical example and is not representative of any specific situation.
About Us
Guiding you toward a comfortable and
confident retirement
There are a lot of moving parts to wealth management, and you need a professional
with the experience and expertise to keep everything organized and up-to-date.
We’re here to serve as your dedicated team captain, managing everything on your
behalf so you can sit back and enjoy retirement.
You deserve to enjoy
the wealth you’ve built
We have the knowledge and resources to manage your wealth, giving you the freedom you’ve been waiting for. Your finances are important, and we don’t take that for granted. Schedule an introductory call with us to see if we’re the right fit to support you.
