How is your current portfolio positioned for today's volatile markets?
Do you have a non-emotional system in place to protect your portfolio in today's volatile investment climate?
Would you simply like an informed second opinion about the hidden risks in your current investment portfolio?
Braeburn Wealth Management has disciplined processes to deal with these very real issues that are common to investors today.
Capture Your Risk Number
The first step is to take a 5 minute quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.
Review Your Current Investments
It turns out 4 out of 5 of people have more risk in their portfolios than they previously realized. Next we will import your current investments to analyze if your current investments are a good fit for your risk tolerance.
Align Your Portfolio to Match
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.