Wealth Management
Your wealth plan should be based on your individual goals, not some index or benchmark.
At Pride Financial Partners, we understand that your dreams are unique, and so should your wealth management plan. We believe in empowering you with knowledge and collaborating to design a customized investment strategy that aligns with your aspirations and values.
Why Choose Pride for Wealth Management?
- Client-Centric Approach: We prioritize your unique goals and risk tolerance above all else.
- Education First: We believe understanding why you invest is crucial to achieving your greatest financial achievements.
- Empowerment Through Knowledge: We provide comprehensive investment education to ensure you feel confident and comfortable with your financial decisions.
- True Independence: We are independent of any specific product or platform, allowing us to create a flexible and personalized strategy that is truly in your best interest.
- Freedom of Choice: We offer a diverse range of investment options to cater to various investing styles and preferences, whether you are socially responsible, fee-conscious, aggressive, or conservative.
Investing for Every Life Stage:
We offer a comprehensive suite of investment products and services designed to help you achieve your financial goals at every stage of life, including:
- Retirement Planning: Roth & Traditional IRAs, SEPs, Individual 401(k)s, and other retirement vehicles to secure your future.
- Non-Qualified Investments: Mutual funds, individual stocks, bonds, and CDs for long-term wealth building.
- Alternative Investments: Real estate investment trusts, closed-end funds, and oil and gas options for diversification and potential growth.
- Values Aligned Impact Investing: Invest in companies aligned with your values while pursuing your financial goals.
- Annuities: Explore fixed and variable rate annuities for income generation and protection strategies.
Minimum Investment: Please note that a minimum household account balance of $250,000 applies.
Ready to build your personalized wealth plan? Contact Pride Financial Partners today. We are committed to guiding you on your financial journey and helping you achieve your unique financial goals with confidence.
SCHEDULE A CALL (503) 828-9447 or Isaac@pridefinancialpartners.com