Wealth Management

Wealth management services provides a holistic level of planning and investment management. The following services are provided:

General Services provided:

  • Discover and help prioritize a Client’s short and long term goals.
  • Identify the life transitions the Client is and expects to be experiencing.
  • Gather and organize the Client’s data and documents.
  • Analyze the Client’s financial condition, strengths, weaknesses, opportunities and threats as the relate to the Client’s goals.
  • Develop a strategy that attempts to balance the Client’s risk tolerance and goals.
  • Help implement financial decisions.

Ongoing Advice and Service:

  • Continue to help prioritize both short term and long term goals with the Client.
  • Review the financial plan regularly.
  • Meet with the Client to review goals and progress.
  • Monitor life transitions.
  • Update the financial plan regularly as needed.
  • Strategize and coordinate with other Advisors (Accountants, Attorneys, Insurance Agents, etc)

Asset Management (Under Advisor’s Management)

  • Portfolio construction, investment selection and execution of trades.
  • Periodic reporting.
  • Re-balancing the portfolio when appropriate.
  • Re-allocating the portfolio due to changes in the economy, of the Client’s objectives or performance of the mutual fund or ETF selected.
  • Tax loss harvesting (where applicable)

Annual net worth update, retirement projections, savings plan, debt reduction, tax planning, college savings, Estate review (non-legal), Insurance review, investments.

To discuss your individual situation please Schedule A Call.

Christman Financial Advisors LLC (“Christman Financial”) is a registered investment adviser offering advisory services in the State(s) of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Christman Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Christman Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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