What is Wealth Management?
There’s some mystique as to what wealth or wealth management is. Wealth management can mean different things to different people.
I believe wealth management means using a consultative approach to identify your most important goals, then developing strategies using money and other financial instruments as a tool to achieve those goals.
Simple enough, right? Well, to put it simply: I help people avoid making mistakes with their money.
Here’s how I think about wealth management:
Hi, I’m Drew Stotler, financial advisor and founder of Stotler Wealth Management, cool-dad, and loving husband. And while the big corporate investment firms of America will typically use jargon and catchy phrases to try to seem trendy or superior to everyone else out there, but to me they are not providing a fiduciary service that I provide to my clients, putting you first.
Financial planning and investment management shouldn’t be so cookie cutter. It shouldn’t be a message coming from a corporate office being pushed out to thousands of advisors so that they are swimming in a sea of sameness. Clients deserve more. YOU deserve more.
That’s why after 8 years at a major broker dealer, I decided there had to be a better way … and there is. Whether this is your first visit to my site or you’re a returning visitor that hasn’t inquired yet, there IS a better way. It’s by working with an independent, objective advisor whose sole purpose is to help you pursue your goals and meet you where you are in your financial journey. So whether it’s our practice or another independent practice, you deserve to know the truth about what’s out there when it comes to financial planning, wealth and investment management.
I’m glad you’re here.
Foundational Planning Process
We start with your distinct situation and work from there. Your financial plan is customized based on where you are now and what you want for the future.
What to Expect
When you become a client, we get a lot done quickly. But it doesn’t end there. I’m continually reviewing your plan to make sure you’re covered now and in the future.
This timeline serves as an example and can be adapted to fit your needs.
The Elephant in the Room: Cost
Let’s not beat around the bush – I know some people think “wealth management” sounds pricy. But my goal is to help as many people as possible find confidence in their financial future. I offer a variety of service options, so you can pick what works for you. Consider it an investment in your future.
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