{"id":785,"date":"2022-12-09T18:50:52","date_gmt":"2022-12-09T18:50:52","guid":{"rendered":"https:\/\/www.twealthtc.com\/?page_id=785"},"modified":"2023-03-08T13:30:49","modified_gmt":"2023-03-08T13:30:49","slug":"investment-management","status":"publish","type":"page","link":"https:\/\/www.twealthtc.com\/what-we-do\/investment-management\/","title":{"rendered":"Investment Management"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"785\" class=\"elementor elementor-785\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-073c7b9 elementor-section-full_width elementor-section-height-min-height elementor-section-items-stretch elementor-section-height-default\" data-id=\"073c7b9\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-62841b5\" data-id=\"62841b5\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-477bc84 elementor-widget elementor-widget-heading\" data-id=\"477bc84\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 11-03-2024 *\/\n.elementor-heading-title{padding:0;margin:0;line-height:1}.elementor-widget-heading .elementor-heading-title[class*=elementor-size-]>a{color:inherit;font-size:inherit;line-height:inherit}.elementor-widget-heading .elementor-heading-title.elementor-size-small{font-size:15px}.elementor-widget-heading .elementor-heading-title.elementor-size-medium{font-size:19px}.elementor-widget-heading .elementor-heading-title.elementor-size-large{font-size:29px}.elementor-widget-heading .elementor-heading-title.elementor-size-xl{font-size:39px}.elementor-widget-heading .elementor-heading-title.elementor-size-xxl{font-size:59px}<\/style><h1 class=\"elementor-heading-title elementor-size-default\">Investment Management<\/h1>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b6108d2 elementor-widget elementor-widget-text-editor\" data-id=\"b6108d2\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 11-03-2024 *\/\n.elementor-widget-text-editor.elementor-drop-cap-view-stacked .elementor-drop-cap{background-color:#69727d;color:#fff}.elementor-widget-text-editor.elementor-drop-cap-view-framed .elementor-drop-cap{color:#69727d;border:3px solid;background-color:transparent}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap{margin-top:8px}.elementor-widget-text-editor:not(.elementor-drop-cap-view-default) .elementor-drop-cap-letter{width:1em;height:1em}.elementor-widget-text-editor .elementor-drop-cap{float:left;text-align:center;line-height:1;font-size:50px}.elementor-widget-text-editor .elementor-drop-cap-letter{display:inline-block}<\/style>\t\t\t\tCreating a secure financial future, together.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-ddb1445\" data-id=\"ddb1445\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-inner-section elementor-element elementor-element-57e8ca5 elementor-section-height-min-height elementor-section-boxed elementor-section-height-default\" 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elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-0a31a42 elementor-widget elementor-widget-video\" data-id=\"0a31a42\" data-element_type=\"widget\" data-settings=\"{&quot;show_image_overlay&quot;:&quot;yes&quot;,&quot;image_overlay&quot;:{&quot;url&quot;:&quot;https:\\\/\\\/www.twealthtc.com\\\/wp-content\\\/uploads\\\/2023\\\/01\\\/transparent-video.png&quot;,&quot;id&quot;:1811,&quot;size&quot;:&quot;&quot;,&quot;alt&quot;:&quot;&quot;,&quot;source&quot;:&quot;library&quot;},&quot;lightbox&quot;:&quot;yes&quot;,&quot;video_type&quot;:&quot;hosted&quot;,&quot;controls&quot;:&quot;yes&quot;}\" data-widget_type=\"video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 11-03-2024 *\/\n.elementor-widget-video .elementor-widget-container{overflow:hidden;transform:translateZ(0)}.elementor-widget-video .elementor-wrapper{aspect-ratio:var(--video-aspect-ratio)}.elementor-widget-video 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data-e-action-hash=\"#elementor-action%3Aaction%3Dlightbox%26settings%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\">\n\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"816\" height=\"568\" src=\"https:\/\/www.twealthtc.com\/wp-content\/uploads\/2023\/01\/transparent-video.png\" class=\"attachment-full size-full wp-image-1811\" alt=\"transparent video\" srcset=\"https:\/\/www.twealthtc.com\/wp-content\/uploads\/2023\/01\/transparent-video.png 816w, https:\/\/www.twealthtc.com\/wp-content\/uploads\/2023\/01\/transparent-video-300x209.png 300w, https:\/\/www.twealthtc.com\/wp-content\/uploads\/2023\/01\/transparent-video-768x535.png 768w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-custom-embed-play\" role=\"button\" aria-label=\"Play Video\" tabindex=\"0\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"eicon-play\"><\/i>\t\t\t\t\t\t\t<span class=\"elementor-screen-only\">Play Video<\/span>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-44c1d13 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"44c1d13\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d0fc809\" data-id=\"d0fc809\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-ebab4b3 elementor-widget elementor-widget-heading\" data-id=\"ebab4b3\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is investment management?\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3a330b0 elementor-widget elementor-widget-text-editor\" data-id=\"3a330b0\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\tDue to its distinct and complex nature, investment management is typically carved out as a separate service. How we ultimately shape your investment portfolio is based on a collaborative effort, and the result is something we monitor regularly. The investment recommendations and services we provide are designed to support the personal needs and goals outlined in your financial plan.\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-f54b868 elementor-widget elementor-widget-heading\" data-id=\"f54b868\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Considerations for these activities may include, but will not be limited to:\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-39f6c21 elementor-widget elementor-widget-html\" data-id=\"39f6c21\" data-element_type=\"widget\" data-widget_type=\"html.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<script>\r\njQuery(window).on('load',function() {\r\njQuery('.elementor-tab-title').removeClass('elementor-active');\r\njQuery('.elementor-tab-content').css('display', 'none');\r\n});\r\n<\/script>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-371f9b1 elementor-widget elementor-widget-accordion\" data-id=\"371f9b1\" data-element_type=\"widget\" data-widget_type=\"accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>.elementor-accordion{text-align:left}.elementor-accordion .elementor-accordion-item{border:1px solid #d5d8dc}.elementor-accordion .elementor-accordion-item+.elementor-accordion-item{border-top:none}.elementor-accordion .elementor-tab-title{margin:0;padding:15px 20px;font-weight:700;line-height:1;cursor:pointer;outline:none}.elementor-accordion .elementor-tab-title .elementor-accordion-icon{display:inline-block;width:1.5em}.elementor-accordion .elementor-tab-title .elementor-accordion-icon svg{width:1em;height:1em}.elementor-accordion .elementor-tab-title .elementor-accordion-icon.elementor-accordion-icon-right{float:right;text-align:right}.elementor-accordion .elementor-tab-title .elementor-accordion-icon.elementor-accordion-icon-left{float:left;text-align:left}.elementor-accordion .elementor-tab-title .elementor-accordion-icon .elementor-accordion-icon-closed{display:block}.elementor-accordion .elementor-tab-title .elementor-accordion-icon .elementor-accordion-icon-opened,.elementor-accordion .elementor-tab-title.elementor-active .elementor-accordion-icon-closed{display:none}.elementor-accordion .elementor-tab-title.elementor-active .elementor-accordion-icon-opened{display:block}.elementor-accordion .elementor-tab-content{display:none;padding:15px 20px;border-top:1px solid #d5d8dc}@media (max-width:767px){.elementor-accordion .elementor-tab-title{padding:12px 15px}.elementor-accordion .elementor-tab-title .elementor-accordion-icon{width:1.2em}.elementor-accordion .elementor-tab-content{padding:7px 15px}}.e-con-inner>.elementor-widget-accordion,.e-con>.elementor-widget-accordion{width:var(--container-widget-width);--flex-grow:var(--container-widget-flex-grow)}<\/style>\t\t<div class=\"elementor-accordion\">\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-5781\" class=\"elementor-tab-title\" data-tab=\"1\" role=\"button\" aria-controls=\"elementor-tab-content-5781\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-chevron-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Investment objective<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-5781\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"1\" role=\"region\" aria-labelledby=\"elementor-tab-title-5781\">What is your goal for this portfolio?\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-5782\" class=\"elementor-tab-title\" data-tab=\"2\" role=\"button\" aria-controls=\"elementor-tab-content-5782\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-chevron-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Risk tolerance<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-5782\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"2\" role=\"region\" aria-labelledby=\"elementor-tab-title-5782\">With what level of risk are you comfortable?\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-5783\" class=\"elementor-tab-title\" data-tab=\"3\" role=\"button\" aria-controls=\"elementor-tab-content-5783\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-chevron-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Investment selections<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-5783\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"3\" role=\"region\" aria-labelledby=\"elementor-tab-title-5783\">Where would you like to invest (e.g., stocks, bonds, CDs)?\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-5784\" class=\"elementor-tab-title\" data-tab=\"4\" role=\"button\" aria-controls=\"elementor-tab-content-5784\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-chevron-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Contributions and distributions<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-5784\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"4\" role=\"region\" aria-labelledby=\"elementor-tab-title-5784\">Will you contribute to your plan over time or make one up\u2011front investment? Will you withdraw from the portfolio or take income payments?\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-accordion-item\">\n\t\t\t\t\t<div id=\"elementor-tab-title-5785\" class=\"elementor-tab-title\" data-tab=\"5\" role=\"button\" aria-controls=\"elementor-tab-content-5785\" aria-expanded=\"false\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon elementor-accordion-icon-left\" aria-hidden=\"true\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-closed\"><i class=\"fas fa-chevron-right\"><\/i><\/span>\n\t\t\t\t\t\t\t\t<span class=\"elementor-accordion-icon-opened\"><i class=\"fas fa-chevron-up\"><\/i><\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-accordion-title\" tabindex=\"0\">Ongoing monitoring<\/a>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div id=\"elementor-tab-content-5785\" class=\"elementor-tab-content elementor-clearfix\" data-tab=\"5\" role=\"region\" aria-labelledby=\"elementor-tab-title-5785\">What level of ongoing monitoring is needed for your account(s) or investments?\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6fb04c4 elementor-widget elementor-widget-heading\" data-id=\"6fb04c4\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Wealth Management Consulting\n<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8e71db3 elementor-widget elementor-widget-text-editor\" data-id=\"8e71db3\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>For a long time, in order to receive professional guidance on your investment portfolio, you needed to turn your portfolio management over to a financial professional. While this may make sense for many clients, others may prefer to maintain control of things like final investment selection, trade execution, and custody of assets for personal reasons.<\/p><p>That\u2019s why we\u2019ve added Wealth Management Consulting to our practice. Wealth Management Consulting is a great fit for those who prefer to maintain control over their own portfolios but occasionally would like a professional opinion on investment selection or risk exposure, or for those who would like assistance with financial projects outside of asset management.<\/p><p>Our consulting services are designed to assist with the challenges that arise from the accumulation, transfer, and distribution of assets. Such services may include:<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6691242 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"6691242\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<link rel=\"stylesheet\" href=\"https:\/\/www.twealthtc.com\/wp-content\/plugins\/elementor\/assets\/css\/widget-icon-list.min.css\">\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" id=\"W_Icon\" data-name=\"W Icon\" viewBox=\"0 0 1031.64706 724.18838\"><defs><style>.cls-1{fill:#003560;}.cls-2{fill:#008fc9;}<\/style><\/defs><polygon class=\"cls-1\" points=\"0 0 839.887 0 809.891 59.992 242.11 59.992 429.585 455.296 489.466 337.712 518.829 397.864 355.666 724.188 0 0\"><\/polygon><polygon class=\"cls-2\" points=\"975.94 0 1031.647 0 678.123 724.188 396.375 147.011 770.254 147.011 749.899 186.404 619.202 186.404 749.899 454.225 975.94 0\"><\/polygon><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Financial planning, budgeting, and cash flow analysis<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" id=\"W_Icon\" data-name=\"W Icon\" viewBox=\"0 0 1031.64706 724.18838\"><defs><style>.cls-1{fill:#003560;}.cls-2{fill:#008fc9;}<\/style><\/defs><polygon class=\"cls-1\" points=\"0 0 839.887 0 809.891 59.992 242.11 59.992 429.585 455.296 489.466 337.712 518.829 397.864 355.666 724.188 0 0\"><\/polygon><polygon class=\"cls-2\" points=\"975.94 0 1031.647 0 678.123 724.188 396.375 147.011 770.254 147.011 749.899 186.404 619.202 186.404 749.899 454.225 975.94 0\"><\/polygon><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Income tax analysis<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" id=\"W_Icon\" data-name=\"W Icon\" viewBox=\"0 0 1031.64706 724.18838\"><defs><style>.cls-1{fill:#003560;}.cls-2{fill:#008fc9;}<\/style><\/defs><polygon class=\"cls-1\" points=\"0 0 839.887 0 809.891 59.992 242.11 59.992 429.585 455.296 489.466 337.712 518.829 397.864 355.666 724.188 0 0\"><\/polygon><polygon class=\"cls-2\" points=\"975.94 0 1031.647 0 678.123 724.188 396.375 147.011 770.254 147.011 749.899 186.404 619.202 186.404 749.899 454.225 975.94 0\"><\/polygon><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Education planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" id=\"W_Icon\" data-name=\"W Icon\" viewBox=\"0 0 1031.64706 724.18838\"><defs><style>.cls-1{fill:#003560;}.cls-2{fill:#008fc9;}<\/style><\/defs><polygon class=\"cls-1\" points=\"0 0 839.887 0 809.891 59.992 242.11 59.992 429.585 455.296 489.466 337.712 518.829 397.864 355.666 724.188 0 0\"><\/polygon><polygon class=\"cls-2\" points=\"975.94 0 1031.647 0 678.123 724.188 396.375 147.011 770.254 147.011 749.899 186.404 619.202 186.404 749.899 454.225 975.94 0\"><\/polygon><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Retirement planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" id=\"W_Icon\" data-name=\"W Icon\" viewBox=\"0 0 1031.64706 724.18838\"><defs><style>.cls-1{fill:#003560;}.cls-2{fill:#008fc9;}<\/style><\/defs><polygon class=\"cls-1\" points=\"0 0 839.887 0 809.891 59.992 242.11 59.992 429.585 455.296 489.466 337.712 518.829 397.864 355.666 724.188 0 0\"><\/polygon><polygon class=\"cls-2\" points=\"975.94 0 1031.647 0 678.123 724.188 396.375 147.011 770.254 147.011 749.899 186.404 619.202 186.404 749.899 454.225 975.94 0\"><\/polygon><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Portfolio analysis<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" id=\"W_Icon\" data-name=\"W Icon\" viewBox=\"0 0 1031.64706 724.18838\"><defs><style>.cls-1{fill:#003560;}.cls-2{fill:#008fc9;}<\/style><\/defs><polygon class=\"cls-1\" points=\"0 0 839.887 0 809.891 59.992 242.11 59.992 429.585 455.296 489.466 337.712 518.829 397.864 355.666 724.188 0 0\"><\/polygon><polygon class=\"cls-2\" points=\"975.94 0 1031.647 0 678.123 724.188 396.375 147.011 770.254 147.011 749.899 186.404 619.202 186.404 749.899 454.225 975.94 0\"><\/polygon><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Estate planning investment analysis<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" id=\"W_Icon\" data-name=\"W Icon\" viewBox=\"0 0 1031.64706 724.18838\"><defs><style>.cls-1{fill:#003560;}.cls-2{fill:#008fc9;}<\/style><\/defs><polygon class=\"cls-1\" points=\"0 0 839.887 0 809.891 59.992 242.11 59.992 429.585 455.296 489.466 337.712 518.829 397.864 355.666 724.188 0 0\"><\/polygon><polygon class=\"cls-2\" points=\"975.94 0 1031.647 0 678.123 724.188 396.375 147.011 770.254 147.011 749.899 186.404 619.202 186.404 749.899 454.225 975.94 0\"><\/polygon><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Business succession planning<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" id=\"W_Icon\" data-name=\"W Icon\" viewBox=\"0 0 1031.64706 724.18838\"><defs><style>.cls-1{fill:#003560;}.cls-2{fill:#008fc9;}<\/style><\/defs><polygon class=\"cls-1\" points=\"0 0 839.887 0 809.891 59.992 242.11 59.992 429.585 455.296 489.466 337.712 518.829 397.864 355.666 724.188 0 0\"><\/polygon><polygon class=\"cls-2\" points=\"975.94 0 1031.647 0 678.123 724.188 396.375 147.011 770.254 147.011 749.899 186.404 619.202 186.404 749.899 454.225 975.94 0\"><\/polygon><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Corporate 401(k) analysis<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-06a6b50 elementor-widget elementor-widget-text-editor\" data-id=\"06a6b50\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\tCommonwealth Financial Network\u00ae and The Wealth Transition Collective\u2019 do not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.\n\n\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-e848891 elementor-section-full_width elementor-section-height-min-height elementor-section-items-stretch elementor-section-height-default\" data-id=\"e848891\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-c881ee7\" data-id=\"c881ee7\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-83fc854 elementor-widget elementor-widget-heading\" data-id=\"83fc854\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Let's discuss your investment objectives and risk tolerance<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-68f0e24 elementor-widget elementor-widget-text-editor\" data-id=\"68f0e24\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\tContact us today.\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6315771 elementor-widget elementor-widget-button\" data-id=\"6315771\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-float\" href=\"https:\/\/www.twealthtc.com\/contact\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Schedule a consultation<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-373a987\" data-id=\"373a987\" data-element_type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5388e9c elementor-widget elementor-widget-spacer\" data-id=\"5388e9c\" data-element_type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<style>\/*! elementor - v3.20.0 - 11-03-2024 *\/\n.elementor-column .elementor-spacer-inner{height:var(--spacer-size)}.e-con{--container-widget-width:100%}.e-con-inner>.elementor-widget-spacer,.e-con>.elementor-widget-spacer{width:var(--container-widget-width,var(--spacer-size));--align-self:var(--container-widget-align-self,initial);--flex-shrink:0}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container,.e-con>.elementor-widget-spacer>.elementor-widget-container{height:100%;width:100%}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer,.e-con>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer{height:100%}.e-con-inner>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer>.elementor-spacer-inner,.e-con>.elementor-widget-spacer>.elementor-widget-container>.elementor-spacer>.elementor-spacer-inner{height:var(--container-widget-height,var(--spacer-size))}.e-con-inner>.elementor-widget-spacer.elementor-widget-empty,.e-con>.elementor-widget-spacer.elementor-widget-empty{position:relative;min-height:22px;min-width:22px}.e-con-inner>.elementor-widget-spacer.elementor-widget-empty .elementor-widget-empty-icon,.e-con>.elementor-widget-spacer.elementor-widget-empty .elementor-widget-empty-icon{position:absolute;top:0;bottom:0;left:0;right:0;margin:auto;padding:0;width:22px;height:22px}<\/style>\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Creating a secure financial future, together.https:\/\/www.twealthtc.com\/wp-content\/uploads\/2023\/01\/riskalyze-template-v2_63beddc8d664df1842299953_1673453000728.mp4 What is investment management? Due to its distinct and complex nature, investment management is typically carved out as a separate service. How we ultimately shape your investment portfolio is based on a collaborative effort, and the result is something we monitor regularly. The investment recommendations and services we provide [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":908,"parent":89,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_page_folder":[],"_links":{"self":[{"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/pages\/785"}],"collection":[{"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/comments?post=785"}],"version-history":[{"count":76,"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/pages\/785\/revisions"}],"predecessor-version":[{"id":2528,"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/pages\/785\/revisions\/2528"}],"up":[{"embeddable":true,"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/pages\/89"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/media\/908"}],"wp:attachment":[{"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/media?parent=785"}],"wp:term":[{"taxonomy":"oi_page_folder","embeddable":true,"href":"https:\/\/www.twealthtc.com\/wp-json\/wp\/v2\/oi_page_folder?post=785"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}