Portfolio Planning is at the Heart of Our Process

We believe that all successful relationships begin with listening and communicating. That’s why Pintler Wealth Management Group takes the necessary time to learn about your financial situation and the goals you have for yourself, your business, and your family. We’ll be by your side through life transitions and key events – such as starting a family, buying a home, changing jobs, and caring for an aging parent. Learn about our Personal Portfolio Planning cycle by clicking each phase.

We work to understand the economy and market cycles and how those impact investment goals. We also work with you to utilize a conscientious tax perspective when making investment changes, discuss appropriate risk management techniques, and understand that not all portfolios are created equal.

We work with you on your" liability management through various entities and vehicles in order to work to maximize transparency and performance, all while striving to protect your assets from down markets and unforeseen changes.

Utilizing the eMoney planning process and software, as well as online integration with your client portal, we work with you on strategies for tax planning, transferring your wealth, estate planning and more - working with your CPA and other advisors along the way.

We know that your decisions today impact your beneficiaries. We work with you to understand how today's decisions impact your estate and wealth transition - in addition to considering mindful gifting and charitable contributions. Throughout the process, we will work with your estate planning attorney to help ensure that your strategies align with your will or trust.

We work with you to integrate your values, vision, and wealth into your overall plan. We can meet to review your plan anytime to reflect changes in the markets and within your life. All along the way, we are mindful of what is most important to you and working to help you create your legacy for future generations.

Wells Fargo Advisors Financial Network does not provide legal or tax advice.

Advisory accounts are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for Advisory Programs varies.

Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.