Pantheon Wealth Planning works with a team of investment advisors who provide objectives-based investment management to help you pursue your goals. And, these goals must be synchronized if you want to achieve financial security now and in the future. You want to build wealth so you can spend it to live the life you deserve. But you need the knowledge and the discipline to spend your wealth wisely so you can preserve the income you need later in life.
Objectives-based investment strategies exceed the boundaries of Wall Street stocks and bonds. Diversification of assets that are aligned with your goals and principles can help strengthen your portfolio and offset risk potential. This strategy incorporates growth of capital and sustainable income, balanced distributions, and procedures that work toward protecting your wealth.
For example, early in life, your goals might include:
Later in life you may want to focus on:
You have the potential to build and continually grow wealth in your investment and retirement accounts when you work with Pantheon. Our investment committee helps you develop approaches designed to build strong portfolios to work toward your goals and pursue your dreams. They also offer continued support and resources to help you work toward maximum results.
It’s important to identify your risk number to create the appropriate portfolio for you. Why? Because, your risk number defines your tolerance level for investing. And, that’s important. You don’t want to lie awake at night worrying. You want to feel confident and invest within your level of comfort.