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Risk Management

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Leveraging Risk Management in Seeking to Build Long-Term Wealth

Creating long-term wealth and managing your financial goals requires strong risk management. Kersten Wealth Management Group seeks sustainable portfolio growth with a disciplined approach.

The Power of an Active Partnership

Our advisors actively manage your assets based on your personal risk profile, whether you need to maintain liquidity as retirement approaches or have the flexibility to take advantage of rapidly changing market conditions.

We help you create a sound financial strategy that seeks to optimize your ability to benefit from available investment funds. You'll understand exactly where your money is going with a detailed budget that allows us to project your short-term and long-term wealth potential. Our comprehensive strategy protects your assets with solid disability, long-term care, and life insurance policies.

The Building Blocks of Risk Management

Our approach to managing client risk centers around these foundational components:

Identification

Finding the risks associated with a particular investment or financial strategy

Measurement

Assessing the potential impact of the identified risks

Mitigation

Taking steps to manage measured risks, like portfolio diversification, insurance, and prudent asset and liability sales.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.


Monitoring

Keeping track of changes to your risk profile and making adjustments accordingly

Connect With Kersten Wealth Management Group

Kersten Wealth Management Group applies these risk management principles to your financial landscape. We strive to maximize the benefits your earnings and assets can provide. Contact us today to schedule a consultation.

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