Managing wealth for individuals, families, and institutions is not a simple task. It requires depth and breadth of knowledge and years of experience. Our team of highly qualified professionals are seasoned specialists who are experienced in providing a comprehensive array of institutional money management and advisory services that can be tailored to your specific needs.

At Symboliq, we are an independent firm. We are fiduciary advisors. That means our decisions and recommendations are based on your best interests, not ours. Additionally, our extensive network of legal, tax and insurance professionals, helps us coordinate all the components of your financial plan into one cohesive wealth management solution.

By analyzing your current investment assets, tax status, risk tolerance, return objectives, liquidity needs, investment time horizon, and potential estate planning concerns, we build tailored financial plans and investment strategies specific to you.

Your personalized goals-based plan will be designed to help address the requirements and concerns most important to you. If your focus is immediate income, building wealth for retirement, or providing a lasting financial legacy, the Symboliq team can draw upon decades of market experience to create a financial road map that is unique to you. We strive to provide timely communication and investment transparency, allowing maximum flexibility and choice regarding your investment options and portfolio construction.

The stakes are so high and the amounts of capital we manage are so large, that preserving
the assets our clients entrust to us is our highest priority.     - Jason M. Perry, AAMS®

The process of portfolio management is one of our core strengths at Symboliq Wealth Management. We are dedicated to mitigating the uncertainty that comes with investing in financial markets to help you achieve positive results. Using proven principles of asset allocation, modern portfolio theory, and institutional money management, we design investment models that are both actively and passively managed. This blend of stocks, bonds, mutual funds, and ETF’s will be driven by your risk tolerance, your preferred time frame, and your stated investment objectives. We then continue to monitor and adjust the components of your portfolio over time. To that end, your asset allocation remains consistent with your stated objectives. Our investment approach and philosophy puts’ your financial goals at the center of our investment process.

Learn more about our Goals-Based Investment Management Process

Coordinating your financial plan with your accountant, attorney, and other network of professionals is crucial. It is so important, that we suggest working with other members of your team, when possible, to ensure that all your advisors are focused on the same objective. After all, you have worked hard to build an estate and you probably have some idea of what you want it to do for you. From intentions for retirement, to establishing a legacy, you may have even thought about how to put your affairs in order. At Symboliq, we can help transform those thoughts into reality

We believe your comprehensive financial plan must consider and prepare for the unexpected, such as accidents, illnesses, and disability. Our team helps you to think ahead and to consider different scenarios and prepares contingency plans to address them. We understand that while all risk cannot be eliminated, whenever possible, it can and should be mitigated. We constantly evaluate existing risk management strategies and, as needed, recommend necessary solutions for life, disability, and long-term care coverage.

We believe in the appropriate use of alternative investments as a source of reduced portfolio correlations, especially in times of market instability. Depending on the circumstances, your portfolio may include allocations to alternative investments such as real estate, commodities, or structured products. We may use them to boost returns, generate income, and provide diversification from traditional investments. This gives us the opportunity to offer you something you are not getting elsewhere: fresh investment perspectives.**

Disclosure:

* Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Symboliq Wealth Management, LLC and Secutities America financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.

** Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in alternative investments if you do not require a liquid investment and can bear the risk of substantial losses.