INVESTORS ARE NOT RISK AVERSE, THEY ARE LOSS AVERSE.

At WealthEngage, we are not just relationship managers. We take a hands-on approach to managing your wealth. Portfolio management requires diligence, dedication and an astute process. But it’s as much art as it is a science. The WealthEngage process is unique because we make decisions that will have an impact on the success of your investment plan, as opposed to handing off the responsibility to a third party who doesn’t know YOU. Being responsible stewards of your wealth, our goal is to share with you our process and our rationale on a timely basis so that you may better understand what is happening with your money. Please enjoy our comments and always feel free to write us with questions, as well as share with those you care about.