Plan. Invest. Adjust.
Our Passion- Achieving your goals
When most people think of Financial Advisors they think of buying and selling investments and market swings up and down. This is all part of the experience as an investor, but at JRC Wealth we take a more nuanced stance. Our job is to provide you with sound investment guidance to work toward your financial goals. This is implemented through an evolving three step process: Plan. Execute. Adjust.
Any task is best achieved by starting with a plan. All of our new client relationships begin with a comprehensive financial plan. This outline details important vulnerabilities in your portfolio and quantifies vital information like withdrawal needs and required rates of return.
Executing a retirement plan is all about investments. Using the financial plan as a guide, we develop custom portfolios for each client to create the exact blend of risk and return required for that unique situation. These portfolios are sophisticated in nature and based upon the management style used by institutions and endowments, such as Harvard and Yale.
Nobody has a crystal ball that knows what the stock market will do. That's why its important to adjust along with the markets in a way that is conducive to success, not out of fear. Too many Advisors stick their heads in the sand and don't adjust when necessary. At JRC Wealth, we're constantly evaluating the landscape to identify opportunity.