At Lloyd Rutledge Wealth Management, we’re always thinking ahead.
In fact, we begin where you want to end up — taking the time to understand what your perfect day in retirement really looks like.
With your goals as our guide, we apply our disciplined approach to create an overall wealth strategy the will help protect your capital in the long term and deliver risk-adjusted, tax-advantaged returns.
We engage in a comprehensive discovery process that looks deeply across many financial aspects of your life, including your goals, family relationships, income needs, tax situation, estate considerations, and you tolerance for risk and market fluctuation.
Wealth and Estate Strategies
We create a customize portfolio designed to meet your investment goals. Integral to this process is our collaboration with your existing professional advisors, such as lawyers and accountants, to coordinate your investment and tax plans.
Implementation and Monitoring
Our discretionary management of your portfolio requires consistent portfolio monitoring and rebalancing. In addition, we will incorporate the appropriate changes in your portfolio strategy as you advise us of material changes in your life.
We will liaise with your existing trusted advisors, or introduce you to our team and TD specialists as required to help connect the various pieces of your financial life into a comprehensive, achievable wealth strategy.