Pursue Your Life Goals
Seek to preserve, grow, and transfer your wealth.
Our planning process creates a safe environment for you to discuss your hopes and dreams, and whatever may keep you up at night.
Our Process
By connecting with you on a personal level to understand who you are, where you want to be, and where you are on your financial path, we help you crystallize your vision for your financial life.
Planning
The primary objective for most of our clients is to plan for a successful retirement. We also help clients address issues like funding the costs of college for their children or grandchildren, buying a vacation home, changing jobs, or starting a new business. Sound financial planning addresses all areas of your financial life.
Protection Planning
From life insurance to disability coverage and long-term care, we will help you integrate a protection plan that serves as a safety net for you, your family, and your wealth.
Tax Planning
We seek to help you benefit from tax-preferred investment vehicles, engage in tax-loss harvesting methods, and create strategic income plans in retirement that can help minimize your tax burden.
Estate Planning
We review your beneficiary information, work with your attorney to create synergy between your estate plan and investment plan, ensure your accounts are properly titled, and help you pass your assets to whom you choose.
Professional Network
We want to help you in all areas of your financial life. We have established relationships with trusted professionals in various fields of the advisor marketplace, including accountants, attorneys, and mortgage brokers.
Investing
There are many ways to be a successful investor. At Tilton Wealth Management, we augment a "core" traditional asset allocation with "tactical" investments that may address changing market conditions, or specific client interests and values. We believe that when "core" and "tactical" investments are used in conjunction, we can target greater incremental return potential than by either approach used alone.
Core Allocations
The core equity allocation represents the foundation of stock-related holdings within each client’s portfolio. The specific amount earmarked to the core equity allocation is based on the investment objectives of each client, and is constructed in tandem with the core fixed income allocation of each portfolio.
- Diversified Equities
- Diversified Fixed
- Income Socially Responsible Investment Options
- Low Cost
- Primarily Passive
- Risk-Based Asset Allocation
Tactical Allocations
Tactical allocations serve as a complement to core allocations and are designed to seek incremental performance potential by seeking to capitalize on unique market opportunities or alternative investment styles. The amount earmarked to the tactical allocation of each portfolio is determined on a client-by-client basis.
- Managed Volatility Allocations
- Cash Alternatives
- Dividend-Income Investments
- Alternative Assets
Equity Strategies
We offer individual equity strategies that are each designed to bring you potentially enhanced investment performance over full market cycles.
Blue Chips
Comprised of large-cap, well-established companies that are financially sound, have dependable earnings, and exhibit attractive growth potential.
Deep Value
Focused on companies that under normal circumstances are considered high-quality investments, but due to transitory setbacks may have significantly fallen in price.
Innovative Growth
Seeks to identify high-growth companies that are poised to be a disruptive force within their specific industry.
What's Your Risk Tolerance
In order to build and maintain a portfolio that truly works for you, it is necessary to understand your risk tolerance. We encourage each of our clients to complete our risk questionnaire so we can better serve your needs.
