Financial Planning Millennials

In our opinion, continuous and consistent investments should be made by millennials who want a more secure financial future. Swiss Alpine W.M. will assist in the investment decision-making process and share our knowledge along the way while considering each client’s personal risk tolerance.

If you haven’t been out of college very long (or you may not have even attended college) and you’re on your first, second or even third job since graduating, you’ve lived through the Dotcom Crash in 2000 and watched your parents suffer through one of the worst recessions since the Great Depression that ran from 2008 – 2013. It’s possible that you are now very skeptical of Wall Street.

Swiss Alpine Wealth Management will work closely with you to find an investment portfolio which is designed with the goal of fitting your values and what you believe in, while at the same time helping you develop your own investment philosophy. We know you may not have a significant amount of discretionary income to invest; however, our goal is to work with you over the long-term to help you avoid some of the pitfalls that come with trying to start and manage your investing career by yourself. Give us a call or send us an email to see what we can do for you.

Screen Shot 2016-06-30 at 1.06.35 AM