A personalized approach to managing wealth
“We work with clients as they navigate major life transitions, helping them to face their financial future with confidence.”
At The Shimkovitz Group we believe that your financial goals, aspirations and investment needs are just that – yours, and your financial plan should reflect that. So rather than asking you to settle for an off-the-shelf, one size fits all strategy, we will provide you with a personalized financial road map based on your individual situation, goals, time frame and tolerance for risk.
We also understand that life is not a straight path to the finish line – it is a series of planned and unplanned events that can impact how you reach your goals. As our client you will hear from us on a regular basis so that we can stay up-to-date on any changes in your life in order to continuously fine tune your strategy and stay on the right course.
We’ll create the right combination of financial services, support and guidance that make the most sense for you, and we’ll be there each step of the way to guide you in the pursuit of your personal financial goals.
Dynamic thinking makes a difference
We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.