Synergy Credit Union - What is Wealth Management?

For some people, the thought of ‘wealth management’ can feel intimidating. Perhaps images go through your mind like a looming person behind a giant wood desk, talking about the stock market and portfolios - and the whole time you just feel lost almost.

The reality is ‘wealth management’ isn’t only for the wealthiest people who have vast fortunes to pour into investing. It’s really an opportunity for the average person to receive advice on their current situation and develop a long-term or short-term strategy that will help them reach their goals. After all – most everyone has a version of their future self that they hope to achieve. Wealth management can help you get there.

Getting started

Whether you’re starting out in life, beginning a family or on your way to retirement, our local experts can sit down with you and help guide you in making your decisions. It’s not about the ‘X’ and ‘O’s of how we get there. It’s about understanding you. Your current situation, your goals and objectives and what you see as barriers. We understand that time can be limited when it comes to work, picking up the kids after school and making sure the family is taken care of. There’s only so much time in the day and too often people can forget about planning for their futures.

What we can do

It starts with empowering you. The more knowledge you have, the better decisions you can make and the more confidence you will have doing it. An expert can evaluate your present situation and then help you map out a path that makes sense for you.

Everyone’s different. Some people have a huge risk appetite and want to be aggressive. Others are more careful and don’t want to put their money at risk. We don’t have a one-size fits all solution. A good advisor caters to whatever you’re looking to achieve.

Up Next: Take a look at the whole picture

Your investments represent only one part of your total financial picture.