Carlson Wealth Management
About
We believe that a strong defense is your best offense.
Our proprietary, highly competitive statistical technology helps us provide managed portfolio protection and a stated objective of helping to limit loss in value to only 5% even if markets are dropping by much more.
The conventional investment management offered by most advisors recommends diversifying and remaining invested for the long term.
While this may work during calmer markets we believe that during bad markets diversification may not be enough to help protect portfolio values.
We help provide the comfort and security of investing when the risk of loss becomes too significant in your life.
Specialties
Comfort with finances
Career stage
Annual income
Service type
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
We begin with a preliminary, complimentary online or in person conversation to help determine the potential match between the investor's needs and the services and specialties of our firm.
From there we start with a complimentary Portfolio Audit. This is something most investor's have never had done for their portfolio. It helps to determine the real potential of the investor's portfolio to grow in good markets, decline in bad markets and provide a sustainable lifetime of retirement income.
Then as part of this same process we provide an apples for apples comparison to demonstrate how that portfolio would be managed and be expected to perform if we are hired. This comparison demonstrates our investment philosophy and specialization in defending portfolio values from bad markets to help the investor determine the potential benefit of hiring our firm.
If the investor and our firm agree we are a good match we then complete the documentation to open account(s) and begin the process of ongoing management, monitoring and servicing.