Investment Management
How do you choose the appropriate mix of investments for your portfolio? Should you actively manage your investments, or should you be more of a buy and hold type of investor? Additionally, how much risk should you take?
At Transcend Wealth, our goal is to help you reach your financial goals with the least amount of risk, while keeping costs as low as possible. By discussing your goals and circumstances, and determining your appetite for risk, we can then select the appropriate investment mix – using a diversified portfolio of low cost investments – that will assist you in reaching your financial goals.
Managing investments does not have to be a daunting or intimidating task. It also doesn’t have to be expensive. Reach out to us to see how we can help you safely reach your goals.
1.
Discover
Discuss your current situation and objectives to see if we're a good fit.
2.
Design
Design efficient strategies to help you achieve your objectives.
3.
Implement
A plan only works if you execute it. Let's put it into action to help you work towards your goals.
4.
Adjust
A great plan needs adjusting too. We'll fine tune it to keep you on track.
Transcend Wealth was founded on the idea of educating clients so they better understand what needs to be done in order to reach their goals. By providing you with a solid educational footing, we can help you cut through the noise so you can rest assured that your interests will always be first.
Our Services
Contact
27600 Chagrin Blvd., Suite 445
Woodmere, OH 44122
(216) 236-1106
contact@transcendwealth.com