For Business Owners
Investment Management
At The Weddle Team, we take a strategic approach to investment management – designing customized strategies aimed at growing wealth, preparing for retirement, and optimizing portfolios while managing risk.
Tailored Solutions for Long-Term Growth
Comprehensive Investment Management Services
A well-managed investment portfolio is key to financial confidence. Our services include:
Portfolio Strategy & Asset Allocation
Diversified investment plans tailored to your risk tolerance and goals.
Risk Management
Strategies designed to protect your wealth while maximizing returns.
Retirement Investment Planning
Optimized investment strategies to plan for your financial future.
Tax-Efficient Investing
Minimize tax burdens while growing your portfolio.
Ongoing Performance Monitoring
Continuous evaluation to adapt to market changes.
Owners, entrepreneurs & enterprises
Who We Help
Professionals & Business Owners
Work to grow and protect wealth with strategic investing.
Pre-Retirees & Retirees
Portfolios designed to include sustainable income and stability.
High-Net-Worth Individuals
Custom wealth management strategies designed for for high net worth individuals.
Clear, Collaborative, and Built for Results
Our Financial Planning Process
1.
Discovery & Financial
Assessment
We take a deep dive into your personal and business financial picture.
2.
Goal Setting &
Strategy Design
We work together to define success and create a clear, actionable roadmap.
3.
Integrated Planning
& Implementation
From retirement planning to risk management, we help tailor strategies to fit your full financial life.
4.
Regular Reviews
& Adjustments
Your plan evolves with your business—we collaborate with you to adjust and adapt your plan.
Trusts, Donor-Advised Funds (DAFs), and Related Vehicles Disclosure
“Any information provided regarding trusts, donor-advised funds (DAFs), or other estate and charitable planning vehicles is general in nature and not intended as legal, tax, or accounting advice. Clients are encouraged to consult with their attorney, tax advisor, or other qualified professionals before establishing such structures.”
Estate Planning Disclosure
“Estate planning guidance provided by The Weddle Team is intended to help clients understand the potential implications of their estate planning choices. However, The Weddle Team and KFAS do not provide legal advice. Clients should consult with a qualified estate planning attorney before implementing any legal strategies or creating any estate planning documents.”
Investment Performance Disclosure
“Any references to investment performance on this website are for illustrative purposes only and do not guarantee future results. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Before making any investment decisions, you should consider your individual circumstances and consult with a qualified investment professional.”
Tax Advice Disclosure
“KFAS and its representatives do not provide tax advice. Any discussion of tax matters on this website is for informational purposes only and is not intended to be relied upon for tax planning. Clients and website visitors are strongly encouraged to consult with a qualified tax professional regarding their specific tax situation.