How’s Your Wealth Accumulation?
I strive to help my clients accumulate and preserve their wealth and to help them develop multigenerational wealth management plans, helping to ensure that not only is their future taken care of, but their families as well. My goal is to educate my clients as we go through each step of my process, while providing outstanding client service. I've found that this helps ensure they are comfortable with each action we take along the way.
As opposed to a traditional market capitalization philosophy of "bigger is always better". I encourage my clients to have portfolios that are alternately weighted equally, by dividend yield or by relative strength in an effort to achieve superior outcomes. I believe investment income-similar to free cash flow for a successful business-is critical for a successful retirement portfolio. I employ both fundamental and technical analysis in decision making, fundamental to determine what to buy, technical to determine when to buy or sell.
What is Important to You
Professional wealth management helps you answer this question, prioritize your objectives and prepare financially to accomplish them. And helping you with the financial side of achieving what is important to you is central to everything I do at RBC Wealth Management. I am able to assist with the following:
- Planning for retirement
- Creating an income during retirement
- Funding an education
- Maintaining or enhancing your lifestyle
- Preparing for a major purchase
- Protecting your family or income
- Creating the legacy you want to be remembered by
Investors should look past risks posed by the impending interest rate hike cycle and focus on the wave of innovation that is creating “21st century utilities.” We think the recent pullback offers an attractive entry point to plug into the earnings and dividend growth potential that looks to be accelerating. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:
Oil headed back down to depressed levels in July as robust production data as well as uncertainties about the Iran nuclear deal and Chinese demand hit the market. While China fears may be overstated, we believe OPEC and U.S. production have the potential to overshoot. Read the full commentary in the Global Insight Focus Article: Crude Awakening.
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you. To set up a consultation click on the Contact Me box.
Joseph Lambrecht is currently registered to conduct business with residents of the following states: AZ, CA, DC, FL, IA, IL, MN, MO, MS, NJ, NM, NY, OH, PA, TX, WA, WI
Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.