Directional Wealth Management

We See the Human Side of Money

Numbers are life to a financial planner. The number of clients. Their assets and debts. Income and goals. Risks versus rewards. Numbers factor into every decision a financial planner makes, with the goal, of course, to maximize the number of dollars earned. For the client. And the planner.

We take a different view of numbers, and of life. We see our role differently, too. At Directional Wealth Management, we look at the numbers important in your life. For example, the age you hope to retire. The number of people depending on you. The number of items on your bucket list.

This unique perspective sets us apart from other financial professionals. Our focus is on the most important number of all. You, the individual investor.

Financial Planning.

We see each client as a whole person facing real issues and working toward achievable dreams. So our advisors develop customized plans based on your numbers and your risk tolerance, and provide the expertise to guide you through the process of financial planning for every stage of life.

Investment Management.

For most individual investors, it’s a challenge balancing the immediate issues of daily life with the long-term goals of an investment strategy. Our data-driven approach to managing money takes into account your life today and tomorrow’s life events in designing a flexible plan for protecting and helping to grow your wealth.

Insurance Services.

Insurance is always personal, because it’s all about preparing you for what happens in a life you’ve worked to achieve and want to protect. As a comprehensive service provider, we are your resource for the insurance coverage to complement your financial plan.

Our Approach.

No Commissions. Fee-Based Services. Individual Solutions.

Our goal is to deliver the maximum value for the time, money and trust you invest in us. For this reason, we earn no commissions. As an independent financial advisory firm, we are not beholden to selling pre-packaged financial products. To us, each client is an individual requiring an individual solution.

We base our fees on what you need, and the advice we offer empowers you to make informed decisions for constructing a personalized financial framework which provides the strongest support for achieving your goals.

Our freedom as an independent means we can access expertise as needed from professional tax, insurance and estate planners, to provide you with the most comprehensive and fulfilling service experience possible.

We See the Human Side of Money.

Our Focus is On the Most Important Number. You.

Beyond the Spreadsheet to Your Goals & Dreams.

Professional Partnerships with a Personal Touch.

We See the Person Behind the Portfolio.

Fresh Perspective. Personal Focus. Clear Direction.

We See the Human Side of Money

Financial Planning.

Investment Management.

Insurance Services.

Our Approach.

Schedule Your Complimentary Consultation Today.