Wealth Management

At Ashworth Wealth Financial, we believe in a comprehensive approach to building and preserving wealth. We strive to take a broader perspective and not only focus on investments or other financial products. Building on our core of asset class investing philosophy, we help clients combine a prudent investment strategy with a well-coordinated financial and wealth management plan.

Instead of focusing on portfolio returns and not understanding the risks of such returns, our process concentrates on risk adjusted returns. Because no two client's situations are the same, understanding risk and then return can yield a better overall investment experience. Each wealth management process starts with a comprehensive Risk Assessment Questionnaire to determine a client's tolerance for risk and fluctuations in capital markets.

Our advisors are qualified to run specific gap analyses to help investors understand the specific gaps in their current investment portfolio. Investors interested in a 2nd Opinion or Gap Analysis may contact us at sara@ashworthwealth.com for a complimentary consultation and report.

For a more complete review of our Wealth Management Process, please view our  Design, Build, Protect Brochure.