Wealth Management

“ We navigate today's fluctuating markets by implementing
tactical portfolios grounded in long-term fundamentals.”
– Loreen Gilbert

At WealthWise Financial Services, we navigate economic and market risks through a “True Wealth Process”

Your risk profile is a key component of appropriate asset allocation:

We ask you to complete a risk tolerance questionnaire and establish your risk score. This number helps us determine your comfort zone in the context of your goals and risk tolerance. Your comfort zone may change over time. and you have the opportunity to take this questionnaire as often as desired.

Our risk evaluation also includes personalized stress test summaries, such as:

  • Bull and Bear Market Stress Test
  • Stock Market Correction Stress Test
  • Interest Rate Risk Stress Test

At WealthWise Financial Services, we navigate economic and market risks through a tactical investment philosophy and construction of core and satellite portfolios. We create core, fee-based portfolios with unconstrained weightings in sectors, market capitalizations and geographic location. We also create satellite portfolios using a variety of alternative investments that provide potential downside protection strategies.