Airline Industry
Wealth Management

We provide personalized financial solutions to help airline industry personnel and professionals achieve their unique goals.

Tailored wealth management for airline industry personnel
Airline Industry Personnel

Tailored Investments for You

We provide personalized financial solutions to help airline industry personnel and professionals achieve their unique goals.

Your Goals

Tailored financial plans designed to meet the unique financial needs of aviation professionals, considering factors like irregular income and career longevity.

Financial Planning

Holistic approaches that integrate long-term financial security alongside your aviation career, ensuring your financial well-being throughout your professional journey.

Communication

Transparent communication to ensure informed decision-making at every stage of your aviation career.

Long-term Partnership

Dedicated guidance to help you navigate financial challenges and opportunities throughout your career in aviation, providing support for your financial success and stability.

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$
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.

Pilots enjoying open and honest communication in their investments

We're Open and Honest in Our Client Communication

At Friedenthal Financial, we prioritize open and honest communication with airline industry personnel. Transparency is fundamental in our client relationships, ensuring you have the insights needed to make informed financial decisions. Our team is dedicated to placing your interests first, fostering trust and mutual respect.

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We Use Technology to Enhance Your Experience

We integrate cutting-edge technology at Friedenthal Financial to enhance the experience for airline industry professionals. By leveraging advanced portfolio management tools and secure client portals, we ensure efficiency, transparency, and a seamless financial journey tailored to the unique needs of aviation careers.

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Technology-enhanced wealth management for flight attendants and airline crew
OUR PROCESS

You Maintain Control Of Your Money

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.

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.
Our People

Meet Your Personal Success Team of Investment Professionals

More Experts
contact our team

Thanks for your interest. How can we help?

Get in touch with our team of investment professionals to accelerate your financial success today.

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