At Peace of Mind Wealth Management, we blend Wall Street experience with Main Street values.
Our expertise in valuation was honed over 12 years in the equity research division of one of the world’s most prestigious global investment banks.
At Peace of Mind, we invest with purpose: we independently build a model and value every company before putting your hard-earned capital at risk. We stay disciplined - so you can stay confident.
Together, let’s make better informed decisions and achieve your financial goals.
Our Services
-
We develop a bespoke asset allocation strategy that incorporates equities, fixed income, and alternative investments. Our disciplined process emphasizes portfolio construction, rigorous security selection, and periodic rebalancing to maintain alignment with your risk tolerance and goals
-
Through a collaborative planning process, we create a detailed financial roadmap that covers retirement, education funding, and lifestyle planning while integrating tax-efficient strategies to optimize long-term wealth accumulation.
-
We assess your personal and business exposures and recommend tailored insurance solutions, including life, disability, and long-term care coverage, to safeguard your wealth and mitigate potential risks.
-
Through periodic reviews and goal reassessment, we provide detailed performance reports and financial summaries, keeping you informed of your progress toward long-term objectives.
-
Our team formulates a sustainable income plan that optimizes Social Security, pension distributions, and portfolio withdrawals. We emphasize strategies that manage sequence-of-returns risk, helping to secure a stable retirement income stream.
About us
At Peace of Mind, we blend years of industry and valuation expertise with exceptional service to guide our clients to financial success. As a fiduciary, our commitment to excellence and integrity ensures that every decision we make is in the best interest of those we serve.
