Broker Check

Strategy

How We Work

Our Registered Investment Advisory firm specializes in helping individuals, businesses, non-profits, foundations and retirement plans develop sound investment strategies tailored to their needs.

Not only do we understand well the accumulation phase of investing but be specialize in the distribution phase of investment management. 

ACCUMULATION

This is an area where our investment process helps align your risk propensity with an appropriate investment strategy.  We identify your personal goals and create an individualized plan to achieve them.  In addition, we have well-structured portfolios that incorporate diversification and re-balancing to dampen volatility and mitigate risk. 

Our Investment Management Team oversees the process.

DISTRIBUTION

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money.  We have a four-step strategy for providing a way to truly minimizing the risks associated with distributions from an investment portfolio.

Having guided thousands of clients over the years, we have the experience that few advisors will ever have.  This is not an area that you want to “give them a shot and see how they do” with your life savings. 

Custodians

TD Ameritrade

TD Ameritrade

Charles Schwab

Charles Schwab

Folio

Folio

SEI

SEI

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Roey@3DWealthAdvisory.com |  516-759-3900