Your investment company should put your interests first. Its recommendations should focus only on your long-term needs. At Geisbauer Wealth Management, we are financial consultants who strive to do that every day, for investors of all sizes.
Lowering your risks while seeking to maximize your rate of return – that is the focus of our investment company. Our investment services can build and manage your portfolio no matter what its size with affordable pricing and zero commissions.
We do it through objective recommendations and thoughtful diversification, which means spreading your investment across market sectors and classes of assets. This strategy better manages the risk inherent in the market.
What We Believe
Our investment company philosophy is what sets us apart: we believe the surest way to reach financial success is with an ongoing strategy that seeks to manage risks. Our primary goal is to preserve your money so you can be ready to embrace new opportunities for growth as they arise.
Your Goals, Your Way
There are approximately 20 asset classes and markets, offering you more choices than ever before. Where do you begin to learn which might be right for you? Call our investment company today.
Whether you are saving for your child’s college, want to lessen your tax burden, or want to review your estate planning strategy, the right investment services can give you financial independence. We are well-qualified to assist you in wealth management.
Our founder, Tim Geisbauer, is an MBA and a Certified Financial Planner™ practitioner; affiliated with LPL Financial, one of the largest independent research groups in the United States. He is also an economist with more than ten years of experience. He works with a tax attorney and specialists who can answer your questions and keep you informed.
Objective and Independent
Financial investment should be based on analysis of pure information from many sources. There are more pathways than ever before and it is important to choose wisely. As an independent financial consultant, Tim Geisbauer and his associates scrupulously avoid conflicts of interest and self-serving incentives.
The recommendations we offer you will be based on intelligent market research and up-to-the-minute information. The blend of active and passive investment products we will choose with you is based on several personal factors; these include your long- and short-range objectives and how much risk you can handle.
The market is never static and your investments shouldn't be, either. We're not talking about change for the sake of change, but a careful portfolio rebalancing. To us as an investment company, it is an essential part of reaching toward your goals. Your established portfolio will be tested and monitored daily to better manage your performance and risks. And your account will be protected through SIPC securities protection.
Investment Company Fees
Our financial planning approach is straightforward and objective, and so is our pricing structure. There are no commissions or trading expenses; there's just one reasonable fee based on the size of your account. And the larger your account value grows, the less the fee is in comparison. You hang onto more of your money. It's that simple.
As an independent investment company, we give you access to institutional investors, including types that may not be available through all financial planners and brokerage firms. These are the kinds used by large institutional investors, putting you in the league of some of the most respected organizations nationwide. We also utilize passive investments.
Both tend to have lower fees, a savings that means more of your money will be performing for you.
Depending on your goals, we can place your investment across a wide spectrum of instruments encompassing stocks and bonds; active, alternative and conservative strategies; variable annuities and cash equivalents. We may recommend a blend of products. Each decision is tailored to you and your aims.
Uncertain times call for strong asset management. Isn't it time you partnered with an independent investment company that puts you first? Call today and schedule a personal portfolio review.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, ID, IL, PR, and UT