Friedenthal Financial
is dedicated to guiding
you throughout life’s
investment journey
.
Friedenthal Financial
was founded in 2009 to bring Wall
Street caliber risk management to Main Street – without the
conflicts of interest so prevalent in the investment industry.
Our goal is to simplify your investment life and help you
make informed decisions. Our mission is to provide you
with the peace of mind that comes with knowing you can
achieve your financial goals.
Our investment services blend sophisticated institutional
money management strategies and consulting expertise
with an unsurpassed level of personalized service and
communication.
Our clients are affluent individuals, families, and businesses
all across the country.
Custom Portfolio (Wealth) Management
• Tactical Asset Allocation (Dynamic)
• Strategic Asset Allocation (Static)
• Tax Sensitive Asset Management
• Brokerage, IRA, and Corporate Pension Management
Investment Consulting
• Comprehensive Risk Tolerance Assessment
• Second Look Review
(Portfolio Analysis/Recommendation)
• 401k/403b Plan Analysis/Recommendation
Employer 401K Advisory Services
• Plan Review, Design, and Monitoring
• Ongoing Plan Participant Education
• One-On-One RiskTolerance Assessment for Participants
• Tactical Asset Allocation (Dynamic) Solutions
• Strategic Asset Allocation (Static) Solutions
Our
Services
