Locally Owned – Independent & Objective Advice
Our Goal is Your Financial Success
Organize Your Financial Life
Gain Confidence for an Uncertain Future
INVESTMENT MANAGEMENT
Our objective is to design a portfolio that helps you reach your goals without the normal volatility you would expect from the markets.
BUSINESS RETIREMENT PLANS
We can help you setup and manage 401(k)’s, SEP’s, and Simple IRA plans.
FINANCIAL PLANNING
Most people already have savings, investments, and retirement funds, but they don’t have a plan.
401K and IRAs
FIND OUT HOW we can help you save for retirement and protect your financial future.
RETIREMENT INCOME PLANNING
We can help you manage your 401K AND INDIVIDUAL RETIREMENT ACCOUNTS.
DIVORCE PLANNING
Financial planning during divorce is stressful. We can help you make better informed decisions for your long term future.
HOW WE WORK WITH YOU
Fee-only, Independent & Objective Advice
We start by listening to you; your dreams, your goals, and your wealth planning needs. We work with you to lay out the framework and then prioritize what’s important to you. We then develop a financial and investment plan that fits your lifestyle. Our strategies were designed to help you gain confidence in your financial decisions which may give you freedom from unnecessary stress and can help move you closer towards your ultimate success. Your success is our goal.
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Market Commentary
January 2025
Another New Year is upon us! I look back on the last 30 years and we have been through a number of ups and downs (mostly ups). After a hot 2023 and 2024 we wonder whether the 2025 market might be a little calmer. I hear it will be a negative year, a flat year, or an up year. We won’t know until next December….. In the meantime, we stay invested.
Lately, in the news, I am reading that AI might not be all that it is cracked up to be (I wrote about that six months ago). Perhaps, much like electric cars, AI doesn’t fit everything and everyone. It will get smarter, one of these days, but in the meantime, I prefer to talk to an actual person, much like I enjoy hearing the engine rev while I shift through the gears driving my sports car. It makes you feel alive.
I am looking forward to the new year. Please call if you have any questions or concerns.
Laurence E Menna, CFP®, AIF®
Financial Advisor
This commentary reflects the personal opinions, viewpoints and analyses of the WealthTarget Investment Advisors, LLC employees providing such comments and should not be regarded as a description of advisory services provided by WealthTarget Investment Advisors, LLC or performance returns of any WealthTarget Investment Advisors, LLC client. Investments in securities involve the risk of loss. Past performance is no guarantee of future returns.
WealthTarget Investment Advisors, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where WealthTarget Investment Advisors, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by WealthTarget Investment Advisors, LLC unless a client service agreement is in place.