Financial Planning
We develop a comprehensive financial plan that is centered around what is important you and what you want to accomplish. We acccount for where we are at today, and help you identify the steps necessary for you to efficently pursue your goals. Since change is constant, we actively monitor and adjust your plan as needed
Investment Advice
With a focus on your risk tolerance and time horizon, we design customized investment portfolios that are alinged with your goals and objectives. We seek to strike an efficient balance of risk and return through diversification and asset allocation. Our goal is to minimize costs and taxes to preserve more of your assets wherever possible
Asset allocation and diversificiation does not ensure a profit or protect against a loss.
Risk Management
We develop and implement strategies that help mitigate the risks that can come from undesireable life events such as death, disability and illness. We'll review your existing insurance policies and provide solutions to ensure you and your family are adequately protected against a premature death, disability, or long term care need
Estate
We can help you define and articulate your goals around your estate plan and legacy. By working with a competent estate planning attorney you can document your legacy goals and create a legal framework that the courts, your executor, and your loved ones can follow to implement your wishes
*Vartanyan Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Retirement
We design retirement plans for our clients that are intented to help them navigate the complex transition from asset accumulation to asset distribution. We help you anser the "what ifs" of retirement so you can confidently make informed decisions that are in alingment with you goals and objectives
Special Needs
We are a resource to families with children of special needs. Raising a child with special needs can bring much joy along with some unique challenges. We provide support and specialized planning that may include the utilization of a special needs trust and the use of a tax-advantaged ABLE account
Who We Serve
Vartanyan Wealth Management provides independent advice to successful entrepreneurs, business executives, pre and post retirees.
For many, understanding every aspect of personal finance and wealth management can be a daunting task. When thinking about cash flow strategies, asset management and risk mitigation the decisions can be overwhelming.
That is where our firm comes in.
Whether you have significant wealth to manage, or if you are just beginning to accumulate wealth, we have the tools, resources and experience to provide the strategies that can help you work towards your goals/objectives.
Our goal is to provide you with guidance that can help you understand and better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families.
We take pride knowing that we have helped many people pursue and strive to achieve the financial future they have dreamed about.
We would enjoy learning more about you, your goals and your dreams.