Broker Check

Why Choose Us

Second Half Strategies is changing the direction of wealth management by shifting the focus and reversing the traditional flow of ideas. Rather than putting products first and thinking about how we can achieve corporate goals, we explore what you will need to achieve better outcomes and realize the future you envision for your family. We believe our process sets us apart and is why working with us offers a fulfilling experience.

Integrated Approach

Our innovative process addresses a broad scope of financial areas – investments, retirement planning, taxes, estate strategies, charitable giving, insurance, and more. Unlike advisors who specialize in single areas of expertise, we function as a central hub, helping to coordinate the many facets of your financial life. This should help make your planning more effective and efficient.

Personal Focus

Strong client relationships are the foundation of everything we do. We collaborate with you to craft a personal, highly customized strategy for long-term, financial well-being, based on an in-depth understanding of your family. We genuinely care about your finances and wouldn’t give you advice that we wouldn’t follow ourselves.

Simplifying the Complex

As wealth increases, so does financial complexity. Unfortunately, the many demands on our time also increase. Navigating all of this can be daunting and stressful. Our approach helps you identify and untangle financial complexities as we seek to bring clarity and confidence to an uncertain future.

Responsiveness

Part of our promise is to be a resource for thoughtful, professional advice throughout your journey, because planning for the future is an ongoing, participative process. We are here when you need us – and when you might not know you need us. By being proactive, we guide you not only in how to make better financial decisions, but when to make them.

Independence

Our status as an independent wealth management firm gives us broad latitude to put our clients at the center of our efforts. We are not bound by the interests of a parent company or mandated to sell proprietary products. As a fiduciary, the only interests we serve are those of our clients.

Health + Wealth

Learn how your personal health can impact your finances during retirement.

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Risk Quantified

Discover your personal Risk Score and rethink how you view your investments.

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A Closer Look

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