Wealth Management
“The goal of a successful wealth management strategy is not just financial stability but the freedom to live life on your terms.”
~Unknown
WEALTH MANAGEMENT
At Resnick Wealth Alliance, we understand that your financial journey has been one marked by hard work, necessary sacrifices, and a steadfast commitment to securing you future and legacy. While numbers are vital to what we do, you should never feel treated as one. You are a partner on a journey toward sustained financial well-being.
Whether you are an affluent individual, enterprising family, or a charitable organization, our commitment begins with an understanding of your distinctive needs, concerns, and aspirations. This includes a highly personalized discussion about your life, investment history, experience working with former advisors, and the short and long-term goals which are of the greatest importance to you. Most important, at RWA we begin our work with where you are today. We do not hold to pre-determined agendas or models.
Once we have a clear understanding of the unique dynamics of your wealth and objectives, we collaboratively develop a financial plan and investment strategy that closely aligns with your goals.
Our core investment approach integrates attributes from both Modern Portfolio Theory (MPT) and factor-based strategies. Modern Portfolio Theory serves as a practical framework for selecting investments that combine optimizing overall returns while maintaining an acceptable level of risk.
In addition to MPT, we also employ factor-based investing, which involves targeting specific drivers of return across various asset classes and market cycles. Examples of style factors are minimum volatility, momentum, and equal-weighting.
Alliance Partners:
Our Alliance Partners embody a network of distinguished organizations and individuals, each contributing specialized skills and knowledge to enrich our financial landscape. Curated over two decades, our collaboration with these accomplished partners is akin to orchestrating a symphony of intellect. By synergizing our collective knowledge, we create a harmonious ensemble focused on delivering nuanced insights and solutions for our discerning clients.
Access to Alternative Investments:
When appropriate, we recognize the potential in private markets to offer clients valuable opportunities toward achieving their objectives while enriching portfolio diversification.
Leveraging our expertise in collaboration with our Alliance Partners, clients gain access to institutional alternative investments. These were once exclusive to the largest institutions and wealthiest families with exceptionally high minimum investment requirements.
As an independent fiduciary, our adaptability allows us to provide solutions that span diverse asset classes, duration profiles, and geographic regions.
Strengthened by our robust industry relationships, we are often able to extend this access with lower minimums, increased liquidity, and a simplified process, to enhance the client experience.
Communication and Reporting:
At the heart of our service is a commitment to frequent and transparent communication, a fundamental pillar in our client relationships.
We prioritize personal interaction, ensuring clients are continuously informed through review meetings, phone calls, private events, and the continuous sharing of valuable insights, education, and resources from our team and our extensive Alliance Partners network.
RWA has also partnered with an industry-leading technology platform, enabling us to craft tailored investment reports. This platform boasts a secure online portal, granting clients exclusive access to view their reports at any time, and allows for the seamless sharing of additional data, enhancing the overall client experience.
