You know what most people are afraid of? Not meeting expectations. We spend our lives making thoughtful decisions that will assure us benefits in return. This is why making wealth management choices can feel scary, because there are many investing options with little or no guarantees. Ty J. Young Wealth Management is dedicated to quality assurance that enriches our clients with peace of mind from day one to day ten thousand.
Here’s what to expect throughout the lifecycle of working with Ty J. Young Wealth Management:
The foundation of financial health is the most important part to our firm. Unlike other traditional firms; we understand that the set-up of your account is the most important part to seeing success.
Here are the two distinct advantages of working with us:
Throughout this foundational period, you’ll have a Strategist by your side from the first call through money transfer. After becoming a client, your dedicated team works behind the scenes to provide  white-glove service through the rest of your account life.
Our promise is that you don’t lift a finger through the process, other than to sign your paperwork.
Our Financial Team is consistently doing the heavy and careful work to protect your nest-egg over the course of the year - offering a comprehensive annual review to discuss cross-account performance & fine-tune any strategies based on changing financial needs.
Why do we emphasize the importance of an Annual Review? The Ty J. Young approach maximizes our client’s rate of return. This aspect requires us to keep the course, adjusting your account allocations for current market conditions all while applying strategic analysis allowing for steadier growth. We believe slow & steady may just win the race.
This doesn’t mean we sleep on your account throughout the year. We provide supplemental reviews as your situation may change, and keep an eye out for our monthly educational content series from our Financial Strategists. Knowledge-share is an important quality that we value. While partnering with our firm, it’s our goal to keep you informed of anything that may change in the industry.
Our dedication to providing holistic wealth management solutions for our clients has become a strength of our firm. This is where our clients say we really shine!
Gaining the right results for our client’s financial health is the goal, but it’s the connections from each relationship we encounter that motivates our firm day in and day out. We value doing the hard hands-on work, providing our clients with the very best investment strategies for their retirement nest-egg.
If you have questions about your account, or if we’re not delivering on any of the benefits above, please give us a call.