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Risk Management

Client Centered

At Egan, Berger & Weiner, risk management is of paramount importance. We are not trying to “beat the market”. By better controlling the ups and downs the market naturally goes through, we feel that we can help our clients pursue their life’s goals over time, with less uncertainty.

By combining different types of investments in varying amounts, we can create strategies that range from conservative to aggressive. Each client’s ability to take on risk is unique and depends on many factors.

Through our six-step process, the Financial Planning Spectrum, we will get to know you, your attitudes towards risk and your ability to take risk and apply this to your personalized strategy. Along the way, we will continue to educate you on key investment concepts to help you understand risk and make suitable decisions for you and your family.