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Investment Management

We take a unique approach that differs from many other advisors. Our investment recommendations will be determined by your goals and risk tolerances. This outcome driven approach is more beneficial to the traditional strategy of setting performance goals and judging them against the market.

We use low cost and tax efficient strategies to make sure you are getting the most out of your investments and will make sure your accounts through your employer are properly allocated and diversified as well.

  • Low Cost/Tax Efficient Investments: We believe that you should keep more of what you earn. We utilize a combination of investment types including exchange traded funds (ETF’s), stocks, bonds, and mutual funds. Using a combination of these products, and working with your CPA/Accountant, gives you the greatest chance of increased performance, without increasing your expense.

  • Risk Return Analysis: Your investments should fit your goals, not the other way around. We will not chase performance and take on additional risk when it is unnecessary. Instead, your portfolio will be designed with objectives in mind that we can track and monitor throughout the investment cycle.

  • Holistic Planning: Any single investment is just one part of your overall financial picture. Our tools allow us to monitor all your accounts, to ensure a unified strategy across the board. This includes 401k and retirement plans through your work, benefits packages, and investment accounts you may hold externally.

    We are not tax professionals and our recommendations do not constitute tax advice. Please consult a CPA for tax advice
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About Tributary Wealth Management

We are a relationship driven, fiduciary financial planning firm, hoping to be a personal Certified Financial Planner for you, your business, and your family for generations to come. Our goal is to add value and be valuable to as many people as we can with the firm's financial tools.

Together, we will build a bridge to get you from where you are to where you want to be, but our relationship will not end there. Not only will we build this bridge, but we will cross it with you, aiding you in every step on the way.

Expert Financial Advice

Financial Planning: We take the 7 steps of financial planning process very seriously. These will not be the same for everyone, but we use the structure to build a solid foundation from which our relationship can grow. After we take inventory of your situation, we determine where you are, and where you want to go.

Wealth Coach & Education: We understand the stress that money can cause and make every effort possible to take that out of your life. We have found that through our process, clients gain a new understanding of their assets and how they should be used. Education is extremely important, and we feel you should not be left in the dark regarding your plan. Instead, we take the time to educate you throughout the process and throughout the financial events of your life. By involving you in the financial planning process, we give you the tools to make informed financial decisions that increase your chances of long-term success.

Corporate Structure & Benefit Planning: Business owners should be focused on owning and running their business. It is our job to take the stress out of the dollars and cents in your business and provide sources of capital and saving. Whether your business is starting up, winding down, or anything in between, our fiduciary analysis can ensure that you and your employees are being taken care of. These services include benefit structure review, Investment Guidance, and employee education.

Tax/Estate/Insurance Planning: As part of a truly holistic plan, it is important for us to work on all areas of your financial well being. We work together with your attorney/CPA to make sure all areas of your life are covered and planned for to ensure things are as you wish.