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.

An elevated advisory experience

The right advice starts with a trusted relationship. Financial advice is about more than just having a plan. It’s about having the right plan for you. And that only happens with a true understanding of your whole life, beyond just your finances. Our business is about you and your financial well-being. We believe planning and advice should go beyond simple asset allocation. It’s about your entire life and managing all the twists, turns, and ups and downs that happen along the way.Whether you want to manage your wealth, preserve your assets or build your legacy, contact us today and learn how we can help you make your financial goals become future realities.

If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.
Andrew Carnegie