Investment Management
& Financial Planning
For Individuals, Trusts, and Estates

There are many steps in preparing for your financial future. Our goal is to help you build and navigate those steps through a personalized investment portfolio and financial planning standards.


your goals
and objectives.

A comfortable retirement, college funding, continuing your legacy, charitable contributions... the list is endless.  We work with you to outline and prioritze your goals.

your tolerance
for risk.

Historically, over longer periods of time, the more risk you take the better your return. Would you feel comfortable with additional volatility in your portfolio, or is a conservative approach better for you?

an appropriate
asset allocation.

The primary goal of asset allocation is to provide a smoother ride through periods of volatility during normal market rotations. Our process incorporates a diversified, yet personalized, portfolio across various asset classes.


A well-developed plan is only as good as its execution. Our team keeps you informed as throughout the implementatiion process.

Monitor and
rebalance your portfolio
and financial plan.

We monitor and make discretionary changes to your portfolio based upon our research and your needs. Rebalancing your portfolio to your desired asset allocation ensures that your portfolio is not taking undesired risk.

Additional Investment Management Services

  • Dedicated Point of Contact
  • Product / Manager Research and Selection
  • Risk Tolerance Review
  • Individualized Portfolio Construction
  • Investment Policy Statement Development
  • Quarterly Performance Reporting
  • Trade Execution
  • Rebalancing
  • Assistance with Cashiering Services & Account Maintenance
  • Ultra High Net Worth Platform
  • Values-Based Investment Platform
  • Income Tax Planning Support
  • Tax Loss Harvesting
  • Charitable Gift Planning with Appreciated Securities
  • Tax Impact Analysis
  • Use of Taxable vs. Tax-Free Investments

Income Tax Planning Support

  • Charitable Gift Planning with Appreciated Securities
  • Tax Impact Analysis
  • Use of Taxable vs. Tax-Free Investments

From cash flow analysis to major goals funding, SD Wealth Management is here to guide you through the financial planning process. 

By combining the interlocking pieces, we are able to create a holistic, dynamic view of your financial picture. Plans are continuously monitored, and updated with new data, in order to produce the clearest financial picture possible.

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