Wealth Management Services
Smart & Secure
Wealth Management Services
Strategic & Secure Wealth Management for Long-Term Success
Wealth isn't just about money—it's about security, freedom, and the ability to shape your future. At The 16th Amendment, we help you make smart financial decisions that grow and protect your assets over time. Whether you're building wealth from the ground up or optimizing a well- established portfolio, our Wealth Management Services are designed with one goal in mind: helping you achieve financial independence.
What Is Wealth Management?
Wealth management is a comprehensive financial service that goes beyond investment advice. It’s about aligning your money with your goals—whether that means buying a home, retiring early, funding a child’s education, or creating generational wealth.
Our approach blends strategic planning, personalized investment strategies, and tax-efficient solutions to help you build, preserve, and pass on your wealth.
Our Wealth Management Services Include
Investment Planning
We help you create a personalized investment strategy based on your goals, risk tolerance, and time horizon. From stocks and bonds to real estate and alternative investments—we'll guide you on how to grow your wealth wisely.
Retirement Planning
It’s never too early (or too late) to start planning for retirement. We develop a roadmap that ensures you can retire comfortably and confidently, with strategies for 401(k), IRA, Roth accounts, pensions, and more.
Tax Optimization Strategies
Taxes can eat into your returns if you’re not careful. We help you legally minimize tax liabilities through smart asset allocation, retirement contributions, charitable giving, and more.
Risk Management & Insurance
Wealth preservation is just as important as growth. We assess your risks and suggest tailored insurance options to shield your assets from the unexpected.
A Personalized, Holistic Approach
There’s no cookie-cutter plan here. Every client is different, and we treat you as such. Our process begins with a deep dive into your current financial situation, goals, and challenges. From there, we design a strategy that’s as unique as you are.
We believe in education, empowerment, and transparency. That means no confusing jargon, no hidden fees, and no pressure—just clear, actionable advice you can trust.
Technology + Human Expertise = Smarter Wealth Decisions
We combine modern financial tools with personalized support. Track your progress, review your portfolio, and update your goals anytime via our secure online dashboard—while still enjoying the hands-on guidance of a dedicated advisor.
Let’s Grow Together!
Ready to make your money work for you?
Schedule your complimentary wealth strategy session today.