Investment Management Services
Investor clients seek professional knowledge, expertise, and support to align their investment strategy with their financial goals. Transformational Wealth LLC specializes in wealth management in the Des Moines metro area. Our clients recognize the value in partnering with an experienced advisor to design, implement and manage an investment strategy, including investment research, analysis, and selection.
Investment clients view professional management as a way to accomplish investment objectives while freeing up valued personal time, building low-fee portfolios that balance risk with returns. We utilize no-load mutual funds, such as those offered by Vanguard and Dimensional Fund Advisors, and exchange traded funds in constructing our portfolios.
The management of your investment portfolio is based on your investment goals, risk tolerance, and time horizon. Investment clients receive ongoing investment management guidance and services, which can include investment goals and strategies, research, and analysis.
Types of accounts I manage:
- Joint Brokerage Account (e.g. co-owned between spouses)
- Brokerage Accounts requiring Power-of-Attorney (e.g. aging parent empowers daughter/son to make decisions)
- SEP IRAs
- Traditional IRAs
- Roth IRAs 401(k)
- Rollovers Individual Brokerage Accounts (“taxable” accounts)
- Simple IRAs
“Your success is my success. Let’s work together to make your financial dreams a reality.”
– Ashley Miller
The Transformational Wealth LLC Investment Philosophy
Three principles define my Investment Philosophy and framework for advising clients.
1. Avoid mistakes
Investing success is achieved by those who avoid making big mistakes, not by those that attempt to predict the future.
2. Be prepared
Fundamental diversification means preparing for inevitable events. Research shows that periods of deflation and high inflation are the most destructive to wealth.
3. Keep it simple
Uncomplicated and well-understood strategies are more robust and better stand the test of time than complex ones.
Are you ready?
to align your investment strategy with your financial goals