Joe, Sean, and Ann have spent their entire lives in Northeast Ohio. We are involved in our communities and have raised our children here (and a few grandchildren as well). What makes us different is that we take the time to get to know our clients. We listen to what they say and encourage them to share intangible thoughts and dreams as part of the planning process. Their success IS our success and we function as one as we navigate volatile world and market events. Our promise is that we will always make decisions and recommendations that are in your best interest and do so with honesty and integrity. If you would like to set up a time to see if we are a fit for your needs, please do not hesitate to give us a call (234-678-5183) and set up a time.
Personalized Service: We are a small firm with big hearts. We go above and beyond to help each and every one of our clients succeed in their personal financial plan.
Holistic Planning: We look to encompass every aspect of our client's life when helping them formulate a plan for their finances. We do not want to provide clients with only bits and pieces of their finances; we want to provide clients with a holistic view.
Disciplined Investing: 1858 Wealth Management focuses on 'Disciplined Investing in an Undisciplined World' to keep all of our clients on track with their plans. Today's world can be a chaotic place where it is easy to act on impulses, but we will attempt to help keep you from making undisciplined choices. Click here to view a power point presentation about Disciplined Investing.
Rebalance & Monitor: 1858 Wealth Management monitors our clients' portfolios and periodically rebalances each back to the clients target portfolio in an attempt to optimize returns given their intended level of risk. To keep costs low, we only rebalance when necessary.
A client's asset allocation may need to be adjusted over time as their goals and risk tolerance change. We also encourage clients to inform us of any current changes in their life, goals, or finances so we can keep their portfolio up-to-date with their needs.
Scott D. Meadows, MBA, CLU®, ChFC®
Insurance Planning Advisors
Strategic Partner with The Pinnacle Group
eMoney Advisor, LLC
We focus on Comprehensive Wealth Management.