We want to improve our client’s ability to reach their financial goals- beyond just managing their money. We’ll contact you and help you know what to expect as markets change and progress. We’ll help you ensure your financial plan, investment strategy, and investment approach are in line with your goals so you know that you’re on track to afford the future you hope for. Lastly, we’re transparent about the decisions we make with your portfolio because we believe that being a well-informed investor is a better investor (and a happier client).
Our Approach To Wealth Management
At Progress Wealth Management, we do things differently. We believe that oftentimes your goals hinge on the quality of the investment approach you use as you create your future. This is why we believe that as you build your investment strategy, the following must be considered.
Goals
Without considering your goals, any investment strategy used is more than just throwing you into any old generic portfolio. It might help you get there but it also might not.
Ethics and Morals
We’ve never met a single person who said that they’d be fine with investing in industries or companies that do things they find immoral or unethical. We can work with you.
Financial Plan
Your investment strategy has a bigger impact on the rest of your life than most realize. Little things can disqualify you from public benefits or push you into a higher tax bracket unnecessarily.
Tax Circumstances
Some kinds of investments create more of a tax burden than others. We believe that depending on where you are in life, it can make sense on occasion to pursue low-tax investments.
Meet Our Tenured Investment Policy Committee
Jason Wenk
CEO and Founder of Altruist, a close partner of Progress Wealth Management
Jason Wenk is a fintech executive, writer, self-proclaimed math geek, and investment systems developer.
He began his career at Morgan Stanley in NYC at age 20 as one of their youngest professional employees, working on investment research and asset management systems development.
Jason entered the industry with a technology background, and one of his first experiences was watching the stock market implode following 9/11.
“I saw firsthand what that did to people. It ruined retirements. It was devastating to a lot of people.”
During his time in New York, he also witnessed how underserved the everyday investor was. This motivated him to set off on his own and build FormulaFolios: quantitative, computer-driven investment models based on academic research to help remove emotion from investing. This allowed him to provide the average investor with the same world-class strategies as multi-billion dollar fund managers.
Blaine Thiederman MBA, CFP
Founder of Progress Wealth Management, Financial Plannerhttps://progresswealthmanagement.com/why-small-business-financial-planning-is-so-different-and-4-areas-you-may-not-know-they-can-help/, and Wealth Management Expert
Blaine’s Long Tenure in the financial Sector, his CFP®, and his wealth of experience advising literally thousands of people on how they should best plan for their future make him uniquely qualified to help you plan for yours.
Blaine has served as Senior Financial Planner at Edelman Financial Engines as well as a technical financial planner for Ultra-Wealthy clients of Fisher Investments.
He’s also worked for PwC advising employees of the companies it served.
Blaine believes that true financial planning is really personalized financial education and seeks to make all of his clients aware of what he’s recommending and why so they feel confident as they move forward with the financial plan he creates for them.
Adam Grealish
Head of Investments for Altruist, a close partner of Progress Wealth Management
Adam brings a wealth of finance and investing expertise to Altruist, with a career rooted in financial innovation. He most recently led Betterment’s strategic asset allocation, fund selection, automated portfolio management, and tax strategies. Grealish served as a vice president at Goldman Sachs, overseeing the structured corporate credit and macro credit trading strategies. Adam was part of the global quantitative equity portfolio management team at New York Life Investments earlier in his career.
What does it cost for investment management?
Our fee structure is simple and easy to understand. If you hire us, you’ll pay a highly competitive fee that’s based on the size of your portfolio. By charging a fee based on the size of your portfolio, our pricing aligns with your interest and our own. In other words, as you grow, we grow.
We provide all clients the same level of service and, because we’re non-commissioned, we don’t have any incentive to give you anything but the best possible advice at every step of the way.
Learn More About Our Approach
Skip the middleman with Direct Indexing
Directly invest in hundreds of the largest U.S. stocks, as opposed to using an ETF or mutual fund, to reduce costs, increase transparency, and capture tax benefits
Lower Cost
Our investment strategies are designed to keep expenses low. By carefully evaluating the expenses and trading costs of investments, we help keep more money in our clients’ portfolios.
Diversify Globally
Our investment strategies give our clients exposure to 10k+ securities globally, so they can capture growth potential from companies around the world while reducing exposure to individual company risks.
Save On Taxes
Our investment strategies aim to lower our clients’ tax bills and are carefully constructed to reduce the negative impact taxes can have on their take-home returns.
A Personal Relationship with your Financial Advisor to Help You Stay Informed
Stay Up to Date with how your portfolio is being managed by working with your own dedicated CFP so you know what to expect.
How Progress Wealth Management Can Help
Wealth Management
Our portfolios are built on the core investment principles of global diversification, tax awareness, and cost sensitivity. Our investing team has responsibly managed billions of dollars and is committed to investment excellence and helping you reach your long-term financial goals.
Custom Financial Plans
We’ll create a financial plan to help you afford the future you dream of, designed specifically for you. A good financial plan takes into consideration every part of your financial life and, like the conductor of an orchestra, ensures they all work together in harmony.
Retirement Income Plans
We’ll create for you a retirement income plan so you know what kind of life you can afford once you’re no longer earning a paycheck. We’ll look at how much you have, how much you’ll need, and give your money room to grow while being smart about taxes.
Contact Us Today For a Complimentary Initial Consultation
Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations. Investing in securities involves a risk of loss. Past performance is never a guarantee of future returns. Investing in foreign stock markets involves additional risks, such as the risk of currency fluctuations.