+1 (856) 210-6494

About Our
Wealth Management

Friedenthal Financial specializes in tailored wealth management solutions, guided by a fiduciary commitment to transparency and client-centric service.

Why Us?

Bringing Wall-Street Risk Management to Main Street

Choosing the right organization to manage your assets is crucial, here's where Friedenthal Financial stands apart from others.

  • We specialize exclusively in wealth management, free from conflicts of interest such as underwriting securities or selling insurance products.
  • As a Registered Investment Advisor (RIA) we are legally obligated to always act in your best interests, ensuring transparency and integrity.
  • Utilizing our proprietary Risk Tolerance Assessment, Tolerisk®,  we tailor your investment strategy to your ability and willingness to take risks.
  • Our team brings decades of institutional risk management experience, overseeing portfolios with meticulous care.
$
M
Assets Under Management

The total funds clients actively hold at Friedenthal Financial.

+
Clients Served

The number of clients that trust us to manage their financial futures.

+
Years Investing

The amount of combined years of experience our investment experts have.

Our People

Meet Your Personal Success Team of Investment Professionals

Mark Friedenthal
President
Ryan Wheeler, CFA
Chief Investment Officer
Claudia Saia, CFA
Director of Operations and Client Services
Charlie Sinha
Junior Portfolio Manager
More Experts
OUR PHILOSOPHY

We'll Manage Your Investments As If They Were Our Own

We view managing our clients’ wealth as a privilege. Our strategies are rooted in rigorous research and tailored to individual needs, are delivered by a highly experienced team committed to integrity.

  • Acting as fiduciaries, advisors, and educators, we prioritize your best interests.
  • Our approaches are meticulously researched and tailored to fit your unique financial situation.
  • We operate without commissions or third-party compensation, ensuring unbiased advice.
  • Selectively serving clients who value long-term, personalized relationships and unbiased wealth management.
friedenthal financial wealth management philosophy
transparent and honest communication in wealth management

We're Open and Honest in Our Client Communication

At Friedenthal Financial, transparency is the cornerstone of our client relationships. We believe in open dialogue that empowers you to make informed financial decisions with confidence. Our dedicated team ensures that your interests are put first and works to foster a relationship of trust and mutual respect.

We Use Technology to Enhance Your Experience

We integrate cutting edge technology to streamline and enhance our client experience. From advanced portfolio management tools to secure client portals, we leverage the latest technology to ensure efficiency, transparency, and a seamless client experience.

cutting-edge wealth management technology
OUR PROCESS

You Maintain Control Of Your Money

Discovery
Risk Assessment
Recommendations
Implementation
Portfolio Management

Discovery

It all begins with a conversation. We'll work with you and take the time to fully understand your investment needs and objectives so we can best match you with our services that will be most beneficial.

Risk Tolerance Assessment

We conduct an in-depth, proprietary assessment of both your ability and your willingness to take investment risk using an industry leading tool, Tolerisk®. We carefully examine many contributing variables related to your anticipated cash-flows and personality, so you can better understand what is driving your risk tolerance: now and in the future. The results a quantifiable and measurable risk directive. While, ultimately, it is your decision as to how much risk to take in your investments, we are here to provide insight and guidance to help you make the best decision possible.  

Recommendations

Based on your needs, tax status, account types, experience, and personality, we will recommend either a Tactical Asset Allocation (dynamic) or a Strategic Asset Allocation (static) that is consistent with your specific risk tolerance and objectives. (If we feel we are not the best fit for each other, we will even refer you to another investment professional who can better serve your needs.)

Implementation

We’ll be with you every step of the way. From the first account application to the transfer of assets, and on to the first transaction in your account, we will handle everything.

Portfolio Management

Your portfolio will be monitored on a daily basis to ensure it continues to meet your directive. Any portfolio we create will always be liquid and transparent. This flexibility is most useful as your needs change, or as market conditions warrant revisions in your portfolio.