Business
Wealth Management
We provide personalized financial solutions to help businesses & non-profits achieve their unique goals.
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We provide personalized financial solutions to help businesses & non-profits achieve their unique goals.
We provide personalized financial solutions to help businesses and non-profits achieve their unique goals, leveraging our expertise in running and advising businesses to understand how your investment portfolio integrates with your operations.
Customized portfolios to meet the ever changing needs of your business. Whether it is managing cash-alternatives or long-term investments, we fit the portfolio to meet your requirements.
Our experience in managing and advising Small and Mediums sized business give us a unique insight into how to make strategic financial decisions from an investment standpoint.
Transparent and clear communication to facilitate informed decision-making at every stage of your business's financial journey.
Dedicated support to nurture sustained growth and prosperity for your business or non-profit organization.
The total funds clients actively hold at Friedenthal Financial.
The number of clients that trust us to manage their financial futures.
The amount of combined years of experience our investment experts have.
At Friedenthal Financial, transparency is at the heart of our client relationships with businesses and non-profits. We prioritize open dialogue to ensure you have the insights needed for confident financial decisions. Our team is dedicated to placing your organization's interests first, fostering trust and mutual respect.
Get StartedAt Friedenthal Financial, we leverage cutting-edge technology to optimize the client experience for businesses and non-profits. Through advanced portfolio management tools and secure portals, we enhance efficiency, transparency, and operational seamlessness tailored to your organization's needs.
Get Started
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.
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.
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.)
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.
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.
Choosing the right organization to manage your assets is crucial, here's where Friedenthal Financial stands apart from others.
Get in touch with our team of investment professionals to accelerate your financial success today.
