Investment returns are an obvious concern of all investors. As financial advisors, we help our clients answer the important questions that most investors have:
Please take a moment to scroll down this page to learn more about us and click through some links to see a sample of how we can help your investment experience be productive.
Most folks want to reach a point when they can CHOOSE, to...
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We can provide sophisticated planning for high net-worth individuals and families.
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You worked hard, you planned, you saved. Don’t let that effort go...
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Business owners have special concerns. Transfer, succession, continuance, retirement, are just some...
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As an independent financial consultant, with over a decade of experience, I am free to make objective recommendations of investments and related products from many of the nations top providers, not just a limited number determined by a large corporate entity. This allows you to have access to “professional knowledge” in all categories of investments.
We use an established process called the 4 p’s: Purpose, Plan, Portfolio, Partnership.
Learn more below about how this process can help you and your family.
Why are you investing? Is it for a secure retirement, sending children or grandchildren to college, wealth building, providing for you long-term care, business succession planning or a combination of these? We’ll ask you questions and listen carefully to your answers.
You must have a detailed, well-constructed plan to pursue any purpose. We will create a unique plan based on your personal situation and desires. Having a plan will give you confidence.
Steps one and two will give us the information we need to build a portfolio unique to you.
Is it a combination of Stocks, Bonds, ETF’s and Mutual funds? Should any insurance protection planning be included? Is ease of transfer to your heirs of concern? No matter what, we can create a portfolio to address these needs.
Any plan needs continual review and updating to stay on track. Changes in markets, the economy, interest rates, world events and much else can have an impact. Linden Investment Consultants will partner with you throughout your life to help your plan stay on track.
Early in my career, I was taught this simple test. My mentors told me before I took an action, I should ask, how would I feel if what I did that day for my client, was announced on the front page of The Wall Street Journal. You can be confident the decisions I make for you, would make me proud if they showed up as a banner headline the next day.
My interest in the capital markets began early at the age of 10. My grandfather, an elevator mechanic at a building on Broad Street in NYC, worked in the financial district. While visiting him there, I felt the excitement of Wall Street, stock exchange, banks, investment firms, and landmark of international finance, the twin towers of the World Trade Center. I developed a life-long interest in the investment industry. My grandfather traveled to work each day by train from his home on Linden Avenue in Elizabeth, New Jersey. Our firm is named in his honor.
W62N265 Washington Avenue
Cedarburg, WI 53012
Following a decade plus in the investment consulting industry with some large national brokerages, it was time for make a move to open my own independent practice.
