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.
RECENT ARTICLES
Implications of the U.S. Credit Rating Downgrade
More of a signal about long-term fiscal challenges, not an immediate worry The recent … [Read More...]
Disciplined Investors versus Motivated Investors
While both have the goal of wealth creation, their paths differ dramatically Investing … [Read More...]
April 2025 Recap
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April is Financial Literacy Month: Why it Matters
Financial pitfalls have lifelong consequences and education is your defense Every April, … [Read More...]
March Madness and the DJIA – Winners & Losers
Relying solely on past performance to predict the future is a risky strategy Newspapers, … [Read More...]
2025 Retirement Contribution Limits and Updates
Make the most of your retirement savings options and secure a stable future Planning for … [Read More...]
Market Commentary
April 2025
To tariff or not to tariff? The news is so focused on tariffs and the devastation they could bring….(Even though they’re mainly used as a bargaining chip.) And all the executive orders that keep coming out of the White House, (and then blocked by judges and courts.) Then there’s news he could run for a third term…(Of course, only if congress voted to allow it, and most likely it will never happen.) Last, you have the stock market. It’s been down this first quarter. (After two bang up years, it is pretty normal to pull back a little. It’s called a “correction.” And is very normal for the market. Soo much drama…
Since I have been an advisor for the last 30 years, I have seen ups and downs, lots of terrible headlines, and even more drama than we have today.
For many of you 2008 was probably the scariest year you’ve ever had. Our advice was to just stay put. Don’t sell anything, we will get through it. And we did. So, I’m not worried about today’s headlines…
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.