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ARS Wealth Advisors

Our sole focus is to help our clients coordinate and simplify their financial affairs, so they can spend their time, energy, and money living out and achieving their personal goals.

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Investment Committee Summary – December 2019

The Investment Committee at ARS Wealth Advisors meets monthly to review current economic data, as well as existing and prospective investment opportunities. Below is a summary of our current investment outlook, from our December Investment Committee meeting. With only a few weeks left till the end of the year, it looks like 2019 will go down as a strong one for both stock and bond market returns. Despite being 10 years into the current economic cycle, fundamentals continue to point toward moderate growth heading into 2020. As always, please contact our office directly if you have any questions about the market or if you would like to discuss your investments. All of us at ARS Wealth Advisors wish you a Merry Christmas and Happy and Prosperous New Year.

Download the Investment Committee Meeting Summary

Investment Management

Our primary objective is to maximize total return and minimize risk and volatility. Portfolios are tailored for each client based on their individual goals, objectives, investment horizon, liquidity needs, tax considerations, and unique circumstances.

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Financial Planning

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life. We take the time to understand your full financial picture, so we can ensure every piece is positioned optimally, according to your goals.

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Tax Preparation & Planning

We believe it’s prudent to consider tax consequences and their impact on financial decisions throughout the year. As such, we have a CPA on staff that is available year-round to provide our clients with tax consulting and to answer tax related questions as they arise.

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Trust & Estate Planning

We work closely with our clients to make sure that the money they’ve spent a lifetime accumulating will be passed-on according to their wishes and desires. As such, we have partnered with several local Trust & Estate Attorneys, who are willing to meet with our clients to review existing documents or to help draft new documents if needed.

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Insurance Review & Consultation

Insurance planning is an integral part of your overall financial plan. It provides protection for yourself, your family, assets and home against unexpected events. We understand and appreciate the important of evaluating the risks our clients face and providing appropriate recommendations to meet those needs.

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Have questions?
We’d love to meet with you.