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Our Approach

Independent Objective

At Midwest Family Wealth Management, we are committed to helping you achieve your unique financial goals and objectives. Understanding our clients is the cornerstone of our relationships, and we enjoy the depth of relationship we have with our clients. Upon developing a thorough understanding of your risk tolerance and specific short- and long-term goals, we will work together to construct a customized investment portfolio tailored to the appropriate level of risk for you.

We implement a fee based, discretionary asset management approach. Our fee based approach offers us access to a wide variety of low cost, efficient investment options as we seek to build effective, diversified portfolios. Our discretionary management allows us to make changes to our client’s portfolio in a timely manner.

Private Wealth Management is a process. We believe there are four critical steps to creating and implementing a customized, comprehensive wealth management strategy. We’ll adhere to these steps as we help you implement strategies with goals (or objectives) for accumulating, protecting and transferring your wealth.

Step 1: Define Your Investment Goals and Objectives

The first step in the investment process is to clearly define your investment goals, time horizon, risk tolerance and preferences. This basic information provides a solid foundation for your portfolio and serves as a reference guide for our ongoing discussions and reviews.

Step 2: Determine Your Investment Strategy

After your goals and objectives have been determined, the next step is to create a customized investment strategy. We’ll apply the concepts of asset allocation and diversification as we identify and recommend the most appropriate investment strategy—all the while, focusing on your unique financial position.

Step 3: Build Your Portfolio

Now we’ll begin building a portfolio of investment vehicles to pursue your specific needs. We’ll determine which types of assets you should own and how they should be allocated. We’ll research and recommend the types of traditional and alternative investments suited to meet your objectives.

Step 4: Manage and Monitor Your Portfolio

Once your assets are invested, the process of monitoring and managing your portfolio begins. We will continue to review and evaluate your investment strategy to ensure it remains aligned with your goals. We’ll provide investment education and guidance through regular meetings and diversifications. As your needs change, we will re-evaluate your investment strategy and discuss alternatives.

No strategy assures success or protects against loss.
Asset allocation and diversification does not ensure a profit or protect against a loss. 
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.