Who We Help
At Alberty Asset Management LLC, we work with clients from all walks of life. Many are financially comfortable and most are moderate risk takers. Our clients value trust and integrity, prefer long-term relationships with their professional advisors, and depend on a timely response to their questions and concerns. They also expect practical solutions and investment advice that reflects where they are in life.
Whether clients are getting kids through college, managing money for the first time, or transitioning from saving money for retirement to spending it, we’re committed to their financial success and to providing the advice and investment management help they need to achieve and maintain long-term financial security.
Managing the Expected and the Unexpected
Many of our clients have experienced a change in their financial situation following the death of a spouse, a divorce, an unexpected inheritance, or simply hitting retirement age and a pension rollout. These are all emotionally-charged life events with multiple challenges and considerations. We help connect the dots, figure out what needs to be done next, track the details, and get the strategies in place to manage the change as effectively as possible.
Women as Financial Decision Makers
By choice or circumstance, many women are assuming the role of primary or sole financial decision maker for themselves or their families. We have certainly seen this shift in the clients we serve. Currently, forty-four percent of our asset management clients are women.
Through these relationships, we know that women have different wealth management needs than men. Many are looking for a collaborative relationship where they can comfortably discuss what matters in their lives, receive the advice and support to manage their money wisely, and feel confident that someone is paying attention. Our goal is to serve as a trusted resource they can rely on as they move forward.