Why Normandy Wealth Management?


Normandy Wealth Management was created in response to a growing client demand for sensible financial strategies at a reasonable cost while efficiently managing tax implications.

Financial matters are often complex and most do-it-yourself investors simply don’t have the time or tools to successfully pursue their financial goals. The need for a reliable Independent Advisor whose primary focus is on client success is critical to pursuing your goals and objectives.

Normandy Wealth Management believes that by forging lasting relationships, clients can successfully pursue their financial goals. In order to accomplish this, Normandy Wealth Management offers investment expertise based on a foundation of rich and diverse experiences in the portfolio management and wealth planning industries, and utilizing a wide range of financial products available through a broker-dealer.

This investment approach has five key steps:

  1. Goals and Objectives: understanding short-term and long-term goals
  2. Investment Policy Statement: mapping asset allocations, benchmark measurements, etc.
  3. Asset class strategic matching to long-term goals
  4. Security selection: mutual funds, ETFs, SMAs, individual stocks, individual bonds, alternatives, structured notes
  5. Open communications: email, account online access, portfolio and economic reviews, etc.

The key benefits of this approach are:

  • Stress-free
  • Personalized
  • Excellent service
  • Strategic

At Normandy Wealth Management, clients will always come first as we help you Plan, Grow, Pursue. your financial goals.