Our Process

At Stotler Wealth Management, we are committed to transparency, which is evident in the process we use to design a comprehensive wealth management strategy that addresses every aspect of your financial life. We help you identify and focus on your most important goals, then create and implement a plan that can evolve as your life and needs change.

Our 3D Process

Discover

It all starts with a conversation that focuses on what matters most to you. Before we can talk about how to invest, we need to know why you’re investing – how your wealth will support your needs and goals. We’ll look at things like cash flow, current asset mix, timeline for goals and comfort level with risk. We also talk about our philosophy because we want you to understand and be comfortable with our approach, so you can feel confident that working together is a good fit.

Design

After identifying and understanding what you’re working toward, we create a plan that’s tailored to your distinct situation and goals. As an independent advisor, Drew Stotler is committed to providing objective guidance, so clients can trust he’s making recommendations based on their needs, rather than what a firm is pushing him to “sell.” We believe in comprehensive wealth management, so our approach takes into consideration your entire financial situation, including risk and needs analysis, portfolio management, life insurance and income strategies.

Deploy

Once we’ve agreed on a plan, we then implement and regularly monitor it, to ensure it’s on track toward your goals. We’ll connect as often as you’d like but we prefer to meet with clients quarterly – at the very least annually – to keep your plan aligned with your life and your goals. As your life changes, whether anticipated or unexpected, we adjust your wealth management plan accordingly.

A Partner For Life

We’re proud to walk alongside clients as they strive for their goals, serving as a guide on their financial journey. Many of the families we work with are second, third and even fourth generation clients. Our goal is to take care of you and your family, providing the services and strategies you need to live the life you’ve imagined.

Our services include retirement planning, investment management, cash flow and budgeting, education savings, insurance, estate strategies, charitable gift planning, retirement withdrawal strategies and much more. We make recommendations and help you understand your options all along the way, so you can make informed decisions now and for the future.

Ready to Talk about Your Tailored Financial Plan?

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