As your Wealth Management Firm, We align your life goals with reality-based financial advice. Patriot Advisory Group is a wealth management firm in the business of listening first and advising second. We are all about ensuring that you secure your life goals. You'll notice right away that our unique approach makes us different from all other financial institutions and advisors out there.
Patriot Advisory Group is a fee based fiduciary that constructs outcomes based on three objectives, beginning with where you are and where you want to go. Our success is directly tied to your success. Patriot Advisory Group is a global asset manager and wealth management firm utilizing a dynamic investment approach with uncommon transparency.
Patriot Advisory Group is a fee based fiduciary that constructs outcomes based on three objectives, beginning with where you are and where you want to go. Our success is directly tied to your success. Patriot Advisory Group is a global asset manager and wealth management firm utilizing a dynamic investment approach with uncommon transparency.
Services
About Us
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At Patriot Advisory Group we are in the business of listening first-and advising second. We are devoted to understanding our clients beyond their financial goals so we can help them secure their life goals. A holistic approach with plans that begin with our clients' dreams and goals. We want you to experience financial well-being and freedom-and dream big dreams with strategic wealth management.
Our Investment Process
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We put our clients' needs above everything else by being loyal, dedicated, and focused on customer service. We define success as our ability to help you to achieve the things that are financially important to you, not necessarily "beating" a benchmark. For us, investment management starts by defining and documenting goals and desires.
Accumulate
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The accumulation phase of the financial planning lifecycle can last 35-40 years. These are the high-income earning years where a solid foundation is necessary to assure success throughout the other financial cycles. During this phase you can work towards a specific goal such as charitable giving or college planning or build towards a dream retirement.
Sustain
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This is the core of your retirement income planning efforts, which is ideally addressed 7 to 10 years prior to your planned retirement start date. Also known as the "retirement red zone". This is where you begin put your dream retirement into action. A shift in your investment strategy will begin to take place as you move towards safer allocations and income building strategies.
Distribute
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During the retirement planning distribute phase, we work with you to ensure you have enough income to maintain your standard of living in retirement. The retirement planning distribute phase of the financial planning life cycle can last 25-30 years! So the primary objective is to create an income stream you cannot outlive.
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