P.O. Box 2429
16909 Via De Santa Fe, Suite 202
Rancho Santa Fe, CA 92067

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Wealth Advisors Inc.

858.481.4088

 

“Tailored to You”

At Wealth Advisors Inc. we are dedicated to the wealth management needs of every type of investor. No person, estate, or business is the same. Our goal is to provide a customized solution for the challenges that each of our client’s face.

Our Wealth Management Process:

Step 1: Determine Your Risk Profile
Through personal consultations with you; we will develop a personal profile of your individual investment needs and objectives, time horizon, and attitude toward investing.

Step 2: Develop Your Asset Allocation Policy
We will develop a personalized asset allocation policy based on the needs and objectives in your personal profile. This policy will be designed to maximize your investment returns, relative to your risk tolerance, through careful, diversified allocation of your investments.

Step 3: Implement Your Policy
Your asset allocation policy will be implemented by investing in a well- diversified portfolio that spans multiple asset classes and investment styles. Assets within your portfolio will be managed by some of the country’s preeminent money management firms, many of which are not accessible to individual investors.

Step 4: Monitor and Rebalance Your Portfolio
Your investment portfolio will be carefully monitored habitually to ensure that it remains consistent with your agreed-upon asset allocation policy. If the relative value of investments in your portfolio changes enough to become inconsistent with this policy, we will reallocate funds within your portfolio as needed.

Step 5: Report the Results
We will communicate with you on a regular basis and provide a comprehensive reporting package we call a “Wealth Plan”, such as account level performance reports and statements providing details of your account- including total asset value and a record of all transactions that occurred during the reporting period.

“Creative Planning”