Stoeckler Financial’s portfolio managment services are best suited for prospective investors with $60,000 or more of investable assets.
Interested in getting started with our comprehensive,
fee-only portfolio management?
- Prospective investors may contact us by phone at (262) 797-8188 or email us at firstname.lastname@example.org – or visit the Contact Us page and submit and online request
- Before we begin, we need to learn more about your financial objectives and what is most important to you. Our Personal Wealth Visioning Exercise was designed for you to more clearly articulate your vision. Take a moment to download, print and complete our Personal Wealth Visioning Excercise. If you are a couple, both should complete it separately, and independent of each other. This should be brought to our initial (Discovery) meeting. If you do not have the ability to download and print this form, please take time to review it and we will complete it during our Discovery meeting.
We have developed a meeting agenda for our Portfolio Management 3-Step Process. This will also serve to keep us on track and make the most effective use of your time. Please take a moment to review this form ahead of our Discovery meeting.