Your money, and making a plan for what it will do for you in the future, is important and deeply personal. If you're balancing a challenging career, family relationships, all while maintaining some kind of personal life, it might be nice to have qualified help on the finance stuff. One less thing to deal with. Right?
To make this difficult, many financial advisor websites are not very informative, at least for the big questions that might be on your mind:
"Will this be a waste of my time?"
"Can this guy be trusted with my financial info?"
"If we meet, and it's not a fit, am I going to get sales calls for the next 3 years?"
The goal of my professional website is to answer those questions in a roundabout way, so you can judge if taking an introductory meeting will be worth it for you. And, out of respect for your time, I can promise that if you do send an email to express some interest or ask a question there won't be a bunch of uninvited follow-ups.
Next: a sketch of my planning and investment process. How I can help clarify your financial picture, build a smart investment portfolio tailored to your goals, and leave you more time to pursue your passion in life!
Questions? Check the FAQs or send an email. Contact info is in the footer of this page.
"Less, but better."
- Dieter Rams
The best plans are often the simplest ones.
Our investment process is straightforward: identify great assets to own, trade as little as possible, and hang on for the long-term. By keeping it simple we can benefit from reduced overhead and a sharp focus on our highest conviction ideas.
Portfolios are sculpted in-house from individual equities (stocks), diversified with low-cost index funds or ETFs, and customized to each investor's goals and objectives.
The fewer layers of separation between you and the assets you own, the better. See what your money is doing with just one glance at a statement. Transparency, accountability, and superior confidence in your portfolio all go hand-in-hand.
According to Vanguard Asset Management, working with a good advisor adds about 3% annually to average investor returns over time, net of fees. (Learn more about the Vanguard "Advisor's Alpha" study here.)
Partnering with an experienced advisor can help you build wealth, preserve assets, and leave a legacy to the future.
If your financial situation feels complex, an expert opinion can clear the fog and keep you on track.
Using the industry-leading process set forth by the Certified Financial Planner Board of Standards, we will:
You will have access to secure digital tools to budget, track specific goals, and stay up to date with your overall finances in a hassle-free way. This planning service can be either closely detailed or hands-off, big picture only -- whichever fits you best.
I want you to have an effortless, enjoyable experience with your money. Our ongoing planning process handles most details in the background, so you can spend time enjoying your life without the burden of financial stress.
Legal: Bormann Wealth Management, LLC is not affiliated with Vanguard (or any other firm). Past performance does not guarantee future results, and investment strategies do not always accomplish their stated goals. Owning individual stocks increases portfolio volatility, both up and down. In some time periods, all investments will fare poorly.
Bormann Wealth Management, LLC is a registered investment adviser offering advisory services in the State of Washington and in other jurisdictions where exempted. Copyright © 2020-2022 Bormann Wealth Management. All Rights Reserved.