Find Advisor
Client Login
Contact Us
Four people in business attire sit around a conference table with laptops and coffee cups, engaged in an investment management meeting in a modern office setting.

Investment Management

We design portfolios with one goal in mind: aligning your money with the life you want

A Disciplined Approach to
Portfolio Construction

Our portfolio construction process is designed to build an investment strategy that fits your goals, risk tolerance, and time horizon. It forms the foundation of a long-term plan focused on managing risk while pursuing your specific return objectives.

1

Define Your Objectives & Risk Profile

We start by understanding your financial situation, return needs, and capacity and comfort with risk.

2

Set a Personalized Benchmark

We identify a benchmark that reflects your goals and risk profile so progress can be measured objectively.

3

Determine Your Strategic Asset Allocation

We decide how to allocate across major asset classes and sectors, informed by your benchmark and long-term plan.

4

Select the Underlying Investments

We build your portfolio using appropriate investment vehicles, such as ETFs and mutual funds, to implement the strategy.

5

Incorporate Liquidity & Tax Considerations

We structure the portfolio to support cash-flow needs and seek to improve after-tax outcomes.

6

Monitor, Review & Adjust

We continuously monitor the portfolio, rebalancing and making adjustments as needed to keep it aligned with your objectives.

Balancing Risk and Return, By Design

Managing risk is just as important as pursuing growth. That’s why every portfolio we manage is anchored to a personalized benchmark, carefully selected to reflect your goals, time horizon, and comfort with market volatility.

Our risk management approach includes:

Volatility Alignment

We continuously monitor your portfolio to keep day-to-day performance aligned with your chosen risk level and benchmark.

Scenario Stress-Testing

We regularly test your portfolio across a range of market conditions, including recessions, interest-rate shifts, and inflation shocks, to understand how it may respond under stress.

Clear, Proactive Communication

We keep you informed about your portfolio’s risk posture and the reasoning behind any adjustments, so you always know where you stand.

Adaptive Strategy Adjustments

If your goals or circumstances change, we update your strategy smoothly while staying aligned with your long-term plan.

Strategic Solutions to Build, Manage
& Preserve Wealth

Our wealth management solutions are designed to help you build, manage, and preserve your wealth with clarity and confidence. We partner with you to address financial opportunities and challenges, creating an investment strategy that reflects your goals, risk tolerance, and personal situation.

We offer a broad range of investment solutions that can be combined to create a portfolio tailored to your specific needs:

Individual Stock & 
Bond Strategies

Direct ownership of equities and fixed-income securities for investors who prefer a more targeted, customizable approach.

Diversified Global Solutions

Disciplined, globally diversified portfolios built on a strong equity and fixed-income foundation, with thoughtful exposure to higher-return satellite asset classes such as high-yield bonds and emerging market equities.

Private Alternatives

Access to institutional-quality private equity, private credit, and private real estate assets with low correlation to traditional markets that aim to enhance returns and improve diversification.

Tax-Smart Implementation

Active tax management, including tax-loss harvesting and the use of tax-efficient investment vehicles such as ETFs, to help you keep more of what you earn.

Custom Overlay Solutions

Specialized strategies for complex situations, including concentrated stock management, legacy planning, and liquidity-event guidance.

Keep What You Earn

Taxes matter. We design portfolios with after-tax returns in mind, using tax-efficient investments, tax-loss harvesting when appropriate, and thoughtful asset location across taxable and tax-advantaged accounts. The goal is simple: Help you keep more of what you earn.

Our Investment Team

Our investment team brings together research, portfolio design, and ongoing oversight to help ensure your investments remain aligned with your goals, risk tolerance, and long-term plan. What you can expect:

  • Tax-aware implementation designed to help manage after-tax outcomes where appropriate.
  • Disciplined portfolio construction guided by research, diversification, and risk management.
  • Ongoing monitoring and adjustments to keep your strategy aligned as markets and circumstances change.
Meet Our Full Team
A man with short, light brown hair wearing a blue plaid suit jacket over a white dress shirt stands smiling confidently against a plain white background.
Tyler Johnson, a man with light brown hair and a beard, is wearing a dark blue suit, patterned tie, and checked shirt, standing against a plain white background and smiling at the camera.

Let’s Talk About What Matters to You

Start the Conversation

Descriptions of WealthPlan’s investment process are general in nature. Monitoring practices, benchmark use, stress testing, rebalancing, and implementation may vary by client, account type, strategy, custodian, and client-specific restrictions or objectives. No investment strategy can guarantee success or protect against loss.