Our investment philosophy wealth stewardship
At Hilger Wealth Stewardship of Raymond James, we understand very clearly that we are only put in charge for a time. Being a prudent wealth steward is a tremendous responsibility, both for the owner and those they might ask to manage it.
We prefer to focus on risk management, more so than wealth management, and believe that managing the risk can help allow wealth to become greater wealth. Planning for catastrophic life challenges is paramount to wealth stewardship. Trying to anticipate what could go wrong can help us be prepared for when something might.
Wealth stewardship also requires communication ... with our precious clients, and with the professionals that they work with. We focus on simplifying the process of managing one's wealth. Wealth can be a wonderful blessing if we are prudent, and a curse if we are not.
Thank you for allowing us to be your wealth stewards.