Individual & Family
Wealth Management
We provide tailored financial solutions to help individuals and families achieve their unique goals.
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We provide tailored financial solutions to help individuals and families achieve their unique goals.
We provide personalized financial solutions to help individuals and families achieve their unique goals.
Customized investment strategies to align with your specific financial goals, whether for retirement, education, or wealth building.
Holistic planning that considers your entire financial picture to ensure all aspects work together towards your objectives.
Open and honest communication to keep you informed and confident in every step of your financial journey.
Building a lasting partnership focused on achieving and maintaining your long-term financial success.
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, we prioritize open and honest communication with the individuals and families we serve. Transparency is the cornerstone of our client relationships, ensuring that you have the information you need to make confident financial decisions. Our dedicated team is committed to putting your interests first, fostering a relationship built on trust and mutual respect.
Get StartedAt Friedenthal Financial, we integrate cutting-edge technology to streamline and elevate the experience for individuals and families. Utilizing advanced portfolio management tools and secure client portals, we ensure efficiency, transparency, and a seamless financial journey tailored to your 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.
