Investment Management and Financial Planning

We provide holistic wealth management services that incorporate custom asset allocation with a simple, yet sophisticated investment philosophy to drive you towards your financial goals. We pair these services with a comprehensive review and reporting process to ensure that you, your family, and your assets are being cared for and receiving clear and consistent communication.

Our Investment Management services typically align best with individuals who have accumulated at least $1 million in assets. We also understand that everyone has their own unique story and situation. We have solutions that are built to meet you where you are so we can build a plan together.

Whether that’s an ongoing relationship or a one-time financial planning engagement, we have you covered.

Investment Management Services

We help our clients manage their investments by providing a simple, disciplined, research-based approach centered on a long-term, well-diversified portfolio — not timing the market or picking individual stocks.

We tailor each portfolio to meet the needs of the individual investor, considering the overall financial picture and understanding how each component functions within the greater context of their financial landscape.

Financial Planning Services

We assess your current financial health by examining your entire financial picture — assets, liabilities, cash flow, insurance, taxes, and investments. From that, we develop a realistic, comprehensive plan aimed at achieving your financial goals by addressing weaknesses and building on strengths.

Your comprehensive financial plan is designed to give you more control and a sense of freedom. With a financial plan, you will be more aware of where you are now and where you are heading in the future.

We can help you see your whole financial picture

Investment Planning

We’ll partner with you in designing a portfolio that matches your risk profile and time horizon while always keeping your best interest at the forefront of what we do.

Retirement Planning

Understanding your goals and working with you to design a plan enables us to create an effective strategy for the long term- continuously measuring your progress towards retirement and financial independence.

Risk Management & Insurance

With the continuous goal of minimizing your financial risk, we’ll focus on making sure you have adequate insurance coverage to protect your assets.

Cash Flow & Budgeting

Whether it is debt management or budgeting, properly managing your income and expenses is critical for your financial health and we’ll partner with you through the process.

Estate Planning

A core component of a strong financial plan, we’ll work with you in assuring that the necessary estate planning documents are in place.

Income Tax Planning

Proper planning involving the tax implications of your investment portfolio and income stream is essential to your overall financial goals.

Education Planning & Gifting

Assisting loved ones can be a complex experience- we’ll be there with you in navigating the process.

With Conrad Siegel the difference is clear

Schedule an introductory call or video chat with us to find out how we can help get you where you want to be.

Expertise and advice you can count on

Offering unbiased financial educational and resources to clients and our community is an important way we give back. Our passion for sharing our expertise with others has earned us frequent invitations to share our perspectives nationally and locally.

We offer our insights and investor tips through articles and videos regularly along with valuable worksheets and planners you can use to increase your financial fluency. Check out our Education Center for the latest intelligence in managing your money.

Financial Education Center