Investment Decisions
You no longer have to make daily investment decisions - you can entrust them to our team. We can manage your money for you, not just with you.
Bechtel McIntyre Lewis Wealth Management
Bechtel McIntyre Lewis Wealth Management
Candid advice. Frank answers. Decisions steeped in integrity, care and discretion.
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Welcome to a disciplined approach to building your financial future
No matter how complex your wealth situation – or how volatile the markets – we know the value of honest communication.
• Decades of experience working with affluent families underscore our team’s quality-focused investment process. We firmly believe that discipline is the key to long-term success.
• We provide a family office level of service for today – and for generations to come.
• Our research-driven wealth strategies and sophisticated risk management framework go well beyond basic asset allocation models.
Effective risk management involves much more than diversification and asset allocation. We take a long-term, institutional approach to risk management and aim to recognize, understand and help mitigate any potential blind spots. To that end, we:
• Establish clear goals
• Conduct intensive research and analysis
• Exercise discipline to stay the course
• Adopt a team-based approach to decision-making
• Monitor and review your portfolio and wealth plan on a continual basis
Building and protecting what matters most to you
Our time-tested deep discovery process is driven by our shared values – family, honesty and integrity. We work closely with you to establish your unique goals and lifestyle needs. Then, we create a comprehensive wealth strategy to help you achieve your short- and long-term objectives.
Our proven process
Our proven process
- Discover
Uncover your needs, aspirations and risk tolerance - Plan
Create a plan to help meet your specific needs - Execute
Put the strategy into action and build customized portfolio - Review
Monitor and adjust your wealth plan over time
Objective, unbiased advice
With our open architecture, we are under no pressure to recommend bank-owned products. Instead, we are free to choose investments that suit you, your goals and your risk tolerance:
Transparent Fees
Transparent asset-based fee with no commission per trade lets us focus on driving your portfolio's success without worrying about the cost of trade
Swift Decision Making
Sudden opportunities and risks can be addressed swiftly without waiting for your approval.
Tailored Solutions
Our solutions can help people meet their unique needs and make them feel more confident in their financial future.
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
Trending Articles
Stay informed and enhance your investment knowledge with our curated articles on the latest news, strategies and insights.
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