Broker Check

How We Work

A Holistic Approach To Managing Your Assets

For many people, talking about money can be a stressful, intimidating experience. In a recent study conducted by Wells Fargo, close to half of all Americans said that money is more difficult to discuss than death, politics, or religion.1 It’s no wonder that asking for financial advice or investment help can easily migrate to the bottom of the “to do” list.

At Alberty Asset Management LLC, we’ve found that getting to know you first takes a lot of the anxiety out of the process. Before we start looking at numbers, we want to know what’s important to you and what you’d like to accomplish. We also want to be sure that we can provide the advice and services you need.

Our next step is to take a more detailed look at the financial building blocks you already have in place. We'll let you know if we see any changes that might be beneficial and, if needed, we’ll connect you with other professionals who can help.

Once we have reviewed the basics, we’ll begin the discussion about your investments and how we can meld our investment expertise with your goals to achieve the financial security you need to live your best life.


1 Wells Fargo, "Conversations about personal finance more difficult than religion and politics, according to new Wells Fargo survey." February 2014.