Ideal Client Profile
We seek clients who:
- Value a trusted advisor
- Appreciate our independence and client dedication
- Take the time to talk to us to develop an investment plan
- Are prepared for us to make recommendations, trades, and monitor your portfolio
- Want to invest for the long term and not chase trends
- Believe in the values of hard work, savings and discipline
- Have investable assets of $1,000,000 or more
At SD Wealth Management each client is assigned a dedicated advisor. You will receive personalized services from your advisor. At the onset of a new relationship, we engage with our clients to understand their long-term financial goals and objectives.
We take a holistic approach in developing recommendations for clients, with specific consideration given to their tax situation, risk/reward tolerance and overall financial situation. We strive to be our clients’ Trusted Advisor.
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