Our approach begins with a clear understanding of a client’s risk preference. While most advisors use qualitative words like “conservative” or “aggressive” when discussing risk, we believe in quantitatively measuring a client’s risk preferences, allowing us to facilitate more insightful conversations and ensure alignment between client expectations and advisor recommendations. We take this data-driven approach into all that we do, from initial portfolio construction to building a custom-tailored retirement plan. At Poling Wealth, we don’t believe in hunches; we use data to drive our decision-making while adding a personal touch that is always a call or email away.

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