Financial and Retirement Planning
Focused on Organizing, Growing, & Protecting Your Wealth
At Experienced Wealth Management, we know most people want the financial confidence that a well-crafted and executed financial plan can provide. The problem is that they put this off because they lack the time and knowledge to do it on their own. They also know that this is too important to mess up, so they kick the can down the road, which makes them even more anxious as time goes on. Does this sound familiar?
We are here to help, and we believe that everyone deserves financial confidence. We understand that when it comes to your retirement, you are concerned about running out of money, paying too much in tax, and how to pay for an unexpected health event, just to name a few. That's why we dedicated ourselves to creating and implementing comprehensive financial plans. We act as fiduciaries; many call this the highest standard in the financial industry; we just call it good business.
Whether you are saving for retirement, living in retirement, or have some other goal, we are here to become your trusted, experienced guides.
Here is how it works
Step 1: We meet with you to find out where you are and where you want to go financially.
Step 2: We develop an efficient and comprehensive plan to help get you there.
Step 3: We implement, monitor, and adjust your plan as needed to keep you on track, meeting and communicating with you regularly in the future.
You deserve financial confidence; schedule a free consultation today.
Schedule a Free Consultation
What's At Stake
This is too important to screw up, we agree!
We don't want you to run into one of the many financial landmines that are out there.
Years of dedication, education, and experience have prepared us to guide you through life's transitions.
Using our extensive knowledge, dedication, and resources to pursue your goals is just part of the value we bring.
We Are Fiduciaries
As Certified Financial Planners, we are fiduciaries. In other words, we act in your best interests. Some call this the highest standard in financial planning and wealth management; we just call it good business.
Our knowledge and experience have identified 7 common hazards that can derail a retirement plan. Find out how you can avoid these by signing up for your free copy of this report.
Pre-Retirement: Empty Nesters
As life changes, so does your plan. With kids in or finished with college, it's time to focus on retirement.
Pre-Retirees: Less Than 5 Years Out
It is critical to get your ducks in a row prior to retirement
How to not outlive your money, minimize tax, and pass on your wealth efficiently are just some of the issues we focus on.
“I founded this firm, Experienced Wealth Management, because I believed that our clients deserve the best in order to achieve their goals — the best investment options, the best technology, and the best wealth management strategies. I aim to give our clients all of these with low, fair fees.”
Patrick Minskey MBA, CFP, ChFC, AAMSPresident & Private Wealth Manager
We'll work with you to create a customized financial plan focused on your goals and values.