Retirement Planning

Expect the Unexpected

The need for different strategies behind managing your wealth and investments.

The strategies behind managing your wealth and investments require vigorous planning. With the help of a good wealth manager, investors can finally understand the complex jargon that can make finance feel like rocket science. .

“Our goal is to explain financial markets to clients in layman’s terms and break down a lot of walls to teach them strategies and costs to use their wealth for the client’s wanted purpose,” explained Mark Axmacher, managing partner and founder of Capella Wealth Management.

Axmacher brings sophisticated advisory services to individuals, families, and institutions through holistic financial planning and investment management. This is accomplished through broker-dealer LPL Financial and a strategic alliance with SEI to keep clients up to date on their investments and protect their portfolio.

Axmacher noted that client financial literacy remains a challenge, and he works to aid investors by finding the optimal strategy in case of any unexpected issues.

A new way of getting the public educated is through online advisories, with more online tools such as educational apps available to help develop a more savvy investor.

“Robo-advisors can give people the ability to learn, and help people become more aware and confident with managing finances before and while they work with an advisor,” Axmacher told The Suit Magazine. “It’s a great way for someone to learn the ropes and build up confidence.”

Axmacher said the goal is to make his clients feel comfortable; he looks to build relationships over profitable investments. And he believes empathizing with clients and understanding their needs is the best way to start a relationship that will survive unexpected events and down markets. Also, any plan will go off course, and knowing the client makes correction in crisis that much easier.

The future may be unpredictable and investors must prepare for the most choppy market conditions to still meet their financial goals. Axmacher and those at Capella Wealth Management prioritize educating and aiding clients in their investments, as well as how to stay afloat when the market seas are the most volatile.

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No strategy assures success or protects against loss. Investing involves risk including loss of principal. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Capella Wealth Management and Great Valley Advisor Group are separate entities from LPL Financial.


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