Individuals and Multigenerational Families

individuals-and-multigenerational-familiesMany individuals have specific investment management and financial planning needs and goals. As a fiduciary, our primary focus is to put our clients’ interests first. Stawnychy Financial Services takes a holistic wealth management approach to ensure that we understand our clients’ overall financial situation. We take time to carefully measure our clients’ risk tolerance and then tailor a portfolio with asset management strategies that aim to achieve financial returns in alignment with the client’s financial goals, risk tolerance and time horizon.

Individuals whose wealth exceeds their lifetime needs frequently have a desire to preserve their wealth for multiple generations as well as for philanthropic organizations. This requires highly analytical planning and customized solutions that are integrated with sophisticated investment, tax and risk management strategies. Some solutions may require the implementation of complex trusts.

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