At Stronghold Wealth Management we begin our work with you by gathering key information via a questionnaire followed by an initial meeting. Our goal is to not only learn about your financial situation but to truly get to know you as a person. In that way, we can work toward a financial plan that meets your specific needs.
During the planning process, we will develop several different options for you and together will determine the best solution when selecting the investments for your portfolio.We utilize multiple independent research sources to help us determine which investments will serve you best.
We believe that information along with education is empowering, therefore throughout the financial planning process we will educate and inform you to ensure that you have what you need to make good decisions.