Wealth Management

The optimal allocation among growth stocks, value stocks, international stocks and tax-free or taxable bonds can only be determined by your individual objectives and risk tolerance. There are many investment advisors competing for your assets; which one is right for you? At Leaf, Miele, Manganelli, Fortunato & Engel, LLC we will assist you in analyzing your portfolio and choosing the best managers.

Leaf, Miele, Manganelli, Fortunato & Engel, LLC ‘s Wealth Management team offers the following:

  • Fee-based investment advice
  • Modern portfolio planning and diversification analysis
  • Access to sophisticated portfolio money managers
  • A comprehensive planning approach
  • A vast scope of investment alternatives
  • Personal service by knowledgeable professionals with financial planning credentials

We Help Answer Your Questions…

  • What types of investments should be in my portfolio (e.g., individual stocks, hedge funds, bonds, mutual funds, real estate)?
  • What should my primary investment goals be?
  • What tolerance do I have for risk?
  • Are my current investments properly diversified and structured in order to achieve my investment goals?
  • Am I monitoring my asset allocations vs. my risk tolerance and adjusting my portfolio accordingly?
  • How do I plan for retirement and/or college education costs?