SSB Managed Wealth (SSBMW) provides comprehensive financial planning that involves more than just managing your investments. We are committed to understanding your overall financial picture and discovering your personal, business and retirement goals. By designing and implementing a comprehensive financial plan, we can manage your investments in a tax-efficient manner and ensure that you are on track to successfully grow your wealth and meet your life goals.

Our focus is on wealth management.

We are an independent, fee-only investment advisor. We answer only to you—ensuring that the investments we recommend are those that we believe to be appropriate for you.

We believe that success in properly managing your assets is not measured by performance statistics, but by your success in achieving your goals. It’s about understanding and managing risk and developing a disciplined investment strategy to provide you the investment returns you desire.

We are committed to providing an unsurpassed level of service and advice. Because no one can be an expert in everything, professional collaboration is essential to providing superior service to you. Our partnership with Capital Directions gives us access to a firm that enables us to focus on your financial planning needs while allowing them to craft an investment plan custom tailored to your unique needs, goals and values.

What is a certified financial planner (CFP) and why should you engage one to assist you with your retirement and investment planning?

A certified financial planner is an advisor who has earned one of the most rigorous certifications for financial planning knowledge. A CFP must have several years of experience in financial planning, he must pass the CFP exam as well as adhere to strict ethical standards set by the Certified Financial Planner Board of Standards. CFPs are obligated to act in their client’s best interest.

We succeed only when our clients succeed.

We are successful because we understand the unique needs of our clients, and we are ideally positioned to respond to those needs. We plan your taxes around your investments and your investments around your taxes.

Avoid reactive investing by focusing on what you can control. Many people struggle to separate their emotions from investing. Markets go up and down, but reacting to current market conditions may lead to making poor investment decisions. We can offer expertise and guidance to help you focus on actions that add value. This can lead to a better investment experience. Daily market news and commentary can challenge your investment discipline. Some messages stir anxiety about the future while others tempt you to chase the latest investment fad. When headlines unsettle you, consider the source and maintain a long-term perspective.

  • Create an investment plan to fit your needs and risk tolerance.
  • Structure a portfolio along the dimensions of expected returns.
  • Diversify globally.
  • Manage expenses, turnover and taxes.
  • Stay disciplined through market dips and swings.