Broker Check

(425) 495-7484

Where Is the Market Headed? The Cost of Procrastination

Navigating Uncertain Times

Navigating Uncertain Times

Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.

Welcome!

I’m Denton Olde, Certified Financial Planner(tm) and Financial Advisor. I help individuals and families grow and protect wealth.  I have been helping clients with financial planning and investing since 1993.

Financial Plan:

If you have financial goals, you should have a written financial plan. A financial plan can help you figure out how reduce debt, get your spending back on track, prepare for retirement or your kids college, and how to best position your investments. A financial plan from Olde Wealth Management will include 

  • goal identification and prioritization
  • budget analysis
  • Social Security maximization
  • pension maximization
  • current investment allocation
  • suggested investment allocation
  • analysis of stock options and restricted stock
  • college planning
  • Monte Carlo analysis to determine if you are on track for meeting your goals
  • strategy recommendations
  • estate planning strategy
  • debt analysis
  • insurance needs analysis.  


Portfolio Consulting:

Perhaps you would like to be involved in managing your own money and can't or don't want to move it to another firm. You may have experience managing your money but could use some help or don't have the time or inclination to manage your portfolio daily. Portfolio Consulting through Olde Wealth Management provides 

  • ongoing coaching to help you manage your portfolio effectively
  • includes a financial plan (detailed above) at no additional cost
  • I charge a flat fee for guiding you throughout the year
  • you place your own trades and you can hold your accounts at any firm you choose
  • I will provide ongoing portfolio recommendations for what to buy and when and what to sell and when
  • you can choose whether or not to implement my recommendations
  • I can even help with your 401(k) or other company sponsored retirement plan


Portfolio Management:

Do you ignore or struggle with managing your portfolio on an ongoing basis? Perhaps you randomly selected some investments and do not monitor or re-balance them.  Portfolio Management with Olde Wealth Management 

  • includes a financial plan (detailed above) at no additional cost 
  • provides ongoing help with the management of your assets. 
  • I manage your accounts and do all trading for you. 
  • cost of this service is a small  percentage of assets. 
  • managed accounts are held at Pershing/Bank of New York.  Pershing/BNY Fact Sheet


Please call to set up a complimentary appointment! 

425-495-7484

Below are a few independent web sites with more information about me and my services.  Please click the links below to learn more.  

FINRA Broker Check

CFP(r) Board

LinkedIn

Facebook