Portfolio Management

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We believe that emotion-free, academically proven formulas will help investors avoid poor decision making, while simultaneously increasing their statistical probability of success.

Clients experience custom tailored strategies & allocations that take into account their unique risk profile, investment objectives and tax qualification of their investments. In order to preserve and grow wealth, we believe in protecting from large market losses and shoot for consistency in various market cycles.

Steps to Success

01
First Step

Discovery Meeting

During this meeting we learn more about your unique situation and goals. We’ll talk about what you like about your current financial path and areas you would like more confidence and clarity in. (Virtual or in office meeting, approx. 45-60 min)

02
Second Step

Current Plan Analysis

Together, we will review the results of your current retirement path so you have a solid understanding where you are and what you need to do to reach your desired outcomes. (Virtual or in office meeting, approx. 60-90 min)

03
Third Step

Personalized Action Plan

Here is the exciting part. We will deliver and review your personalized action plan that includes a step by step roadmap. We are with you every step of the way to ensure your action plan is properly implemented.

04
Fourth Step

All together Now

You will now have access to some of the best financial technology available. By using Blueleaf, our account aggregation partner, you will be able to securely sync all of your household accounts in one spot. This also syncs account values to your financial planning software so there is constant monitoring of your plan.

05
Fifth Step

Review & Update

Holistic planning is not a set it and forget it approach. Within the first few months of implementing your action plan, we will meet to review and answer any questions you have, and make changes as necessary.

Get started with Patriot Wealth today.

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Together, we can achieve more.

Patriot Wealth clients don’t chase markets. They benefit from investment discipline, trading rules, portfolio hedges and management practices that have been proven to reduce the probability a serious and irreparable impairment to their hard earned savings.
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