Posner Wealth Management offers comprehensive investment planning, retirement plan analysis, and professional portfolio management solutions. Each of our clients will have access to Davenport Asset Management or other professional money managers and mutual funds for constructing portfolios and strategies to create reliable income.
We begin each new client relationship by listening to you in order to determine if our services are a good fit for your needs. Once we have a clear understanding of your life goals, risk tolerance, and time horizon, we determine the proper asset allocation and diversification for your portfolio. We help you select the most appropriate investments, which may include stocks, bonds, mutual funds, and professional money managers. After your portfolio is established, you will agree upon the level of contact needed to keep you informed. This personal contact, along with the managing and monitoring of your investments, is designed to help keep you on track toward meeting your investment goals.
We are committed to serving your investment needs today, and well into the future.