At Roncancio Wealth Management we focus on the “price action movement” of an investment vehicle, because it is the ultimate determinant of supply and demand in the market place. After cutting through all the red tape on Wall Street, what moves stock and ETF prices are supply and demand.
Our 5 Step Investment Process narrows down potential investments to a pool of suitable investments and involves a strict set of proprietary research strategies. Our analysis of the various global markets follow a strict set of rules and principles that have been tested over the course of time.
If you were going to take a trip, driving from coast to coast, the first thing you would pull out would be your road map, or these days, your phone. You wouldn't just blindly jump on any road and hope it takes you to your destination. Like a road map, or plan, our investment strategy follows an unbiased road map for your financial journey.
Your investment goals are unique. We can help you build a portfolio designed to meet your needs. When it comes to investing, it's never prudent to run from your emotions. Rather, use them to ensure that your decision making is in line with your personal goals.
We understand and recognize that investors with sophisticated financial circumstances require customized strategies designed to achieve their investment objectives. We realize that new opportunities bring a level of complexity that demands the attention of a professional.
The preservation and constructive transfer of wealth are primary components of a successful wealth management plan. While assets can grow over a lifetime, so can the need to consider a variety of products and services to protect wealth for the future.
Based on a comprehensive understanding of your unique needs and circumstances, we can work with you to assess and analyze your current assets and liabilities, short- and long-term investment objectives, and tolerance for risk.