How We Manage Money,
most importantly, your money

Do you know who’s managing your money? Why would you want a financial advisor who farms out this important responsibility to a third party that doesn’t know you personally – or your goals, needs and risk tolerance.

At Descendants Wealth Management, you can be certain about who is managing your money because it is us. We will customize and tailor your investment portfolio with carefully selected investments that we have personally chosen specifically to meet the goals and needs of your family.

We bring together the elements of financial planning, risk management and investment strategy into one cohesive wealth management program to build out a one-of-a-kind investment plan and portfolio that fits your life.

All investing is subject to risk, including loss. There is no assurance that any investment strategy will be successful.