Our Services

 

 

 

 

 

 

 

 

At Artésa Financial Group, we recommend a proactive, "risk-allocation" process

while developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

Risks to client objectives are dynamic events. We recommend putting in place a process that addresses client concerns while facilitating investment strategies that seek to preserve, grow and provide lasting wealth. This begins with your investment advisor representative getting to know you and outlining risk. Then we begin allocating assets based on the current investment environment and then continuously reviewing changes in clients' needs and global capital markets.

Artésa Financial Group focuses on providing solutions that are unique to each clients' personal situation. To accomplish this we strive to understand clients' objectives for investing, current financial circumstances, required income, and preservation versus growth expectations.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Design

Getting to know each other is the most important step in designing solutions intended to help you reach your objective. As Investment advisor representatives establish a relationship, we want to make certain our approach and philosophy are the right-fit for you.

Build

We illustrate the associated risk and functionality of each asset and liability by building a “risk-allocation” model. Understanding stated risk allows us to put planning strategies in place to help address your concerns and allocate investment assets based upon three primary uses – preservation, growth and longevity.

Implementation

Well designed solutions can become negated due to internal walls that constrain access to research, investments, and platform capabilities. As an independent investment advisory firm, Artésa Financial Group provides investment adviser representatives with an open architectural platform.

Monitor

Our independent structure allows our firm to seek out and solicit some of the strongest independent research available from a broad, unbiased total market perspective. 

Manage

We strive to understand clients’ objectives for investing, current financial circumstances, required income, and preservation versus growth expectations. At Artésa Financial Group, we believe that ongoing management can have the greatest long term impact on managing “drags” in investor returns such as cost, taxes, and constrained portfolio management. 

 

In our commitment to be client focused, "True Independence", allows us to provide financial advice that has a flexible mandate both in how we allocate investment assets and implement structurally versus captive, off the shelf industry solutions. Ultimately providing customized capital risk allocations that are tailored to meet specific client needs.

We also provide other services that assist our clients in preserving assets today and tomorrow for future generations from unexplained events and/or unnecessary taxation.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck