Personalized Investment Strategies
Our Philosophy
Freedom
“Safeguarding the money of others as if it were your own.” These words of company namesake Herman Stifel embody the tradition our firm has cultivated since 1890 and still ring true today. Our well-qualified clients lead busy lives and value the professional service of the Kletschke Wealth Management Group. We want the work we do to allow you to spend more time doing the things you most enjoy! Our goal is to give you the freedom to live life on your terms, to spend time with loved ones, and to pursue your passions and dreams.
Risk
As we discuss your wealth management plan, we take into consideration your comfort with risk. Once we understand your needs and goals, we utilize a disciplined process for investment selection, diversify your portfolio, and periodically review our strategies with you. If you have concerns about the market, let’s talk through it. As your risk tolerance or investment goals change, we can make adjustments. If you experience changes in your career, family structure, or financial life, please let us know, so we can help you evaluate if adjustments are needed in your plan. Assessment of risk is an ongoing process, and we are committed to journeying with you as we follow your long-term plan.
Value
We understand how important your wealth is to you, which is why we are open about costs. We firmly believe that if our costs are not reasonable, you can’t pursue long-term success, and that will jeopardize our relationship. We are committed to blocking out time for you on our calendar and delivering valued service beyond the cost of your plan. We will clearly lay out the strategy for pursuing what’s important to you, how we will work toward your objectives, and what costs are involved.
Relationship
We welcome all of your questions and commit to an open, straightforward dialogue with you. No matter what stage you are in your financial journey, we seek to go to extraordinary lengths to build a strong, closer relationship with you. You can expect personalized attention, access to in-house professionals, and our network of time-tested, real-world strategies.
“Safeguarding the money of others as if it were your own.” These words of company namesake Herman Stifel embody the tradition our firm has cultivated since 1890 and still ring true today. Our well-qualified clients lead busy lives and value the professional service of the Kletschke Wealth Management Group. We want the work we do to allow you to spend more time doing the things you most enjoy! Our goal is to give you the freedom to live life on your terms, to spend time with loved ones, and to pursue your passions and dreams.
Risk
As we discuss your wealth management plan, we take into consideration your comfort with risk. Once we understand your needs and goals, we utilize a disciplined process for investment selection, diversify your portfolio, and periodically review our strategies with you. If you have concerns about the market, let’s talk through it. As your risk tolerance or investment goals change, we can make adjustments. If you experience changes in your career, family structure, or financial life, please let us know, so we can help you evaluate if adjustments are needed in your plan. Assessment of risk is an ongoing process, and we are committed to journeying with you as we follow your long-term plan.
Value
We understand how important your wealth is to you, which is why we are open about costs. We firmly believe that if our costs are not reasonable, you can’t pursue long-term success, and that will jeopardize our relationship. We are committed to blocking out time for you on our calendar and delivering valued service beyond the cost of your plan. We will clearly lay out the strategy for pursuing what’s important to you, how we will work toward your objectives, and what costs are involved.
Relationship
We welcome all of your questions and commit to an open, straightforward dialogue with you. No matter what stage you are in your financial journey, we seek to go to extraordinary lengths to build a strong, closer relationship with you. You can expect personalized attention, access to in-house professionals, and our network of time-tested, real-world strategies.