Litvak Wealth

Empowering Wealth.

We offer independent and insightful wealth management through a sophisticated platform to meet our clients’ individual objectives and evolving needs.

Objective Approach

As an independent registered investment advisor, we are committed to serving as stewards of wealth with no conflicts of interest. Strictly fee-based, we do not receive any compensation from third parties and base our investment decisions solely on our clients’ specific situations. 

Disciplined Investment Philosophy

We believe that asset allocation is central to a portfolio’s success, and we therefore develop a customized mix of assets—cash, fixed income, equities, commodities, and alternative investments—to meet each client’s individual mandate. Our independence allows us to choose from a wide universe of exclusive investments to build a strategic portfolio consistent with a client’s individual asset allocation. 

Client-Focused Commitment

We tailor our services and communications to each client. Depending on a client’s goals, we may offer guidance on wealth  preservation, capital growth, cash flow management, retirement preparedness, estate and legacy planning, or other wealth management services. We serve as transitional stewards for key life events, including birth, death, divorce, and special needs. We believe in high-touch service,  meeting regularly and as frequently as clients request to support their needs and maintain an open, ongoing dialogue.

Systematic Process

Discovery Meeting
Getting to know your financial picture & aspirations:
  • Your objectives & needs
  • Your current portfolio & investment experience
  • Your risk tolerance & time horizon
Portfolio Construction
Building a customized portfolio to address your goals:
  • Economic analysis & market trends
  • Asset allocation
  • Portfolio manager & security selection
  • Stress testing
Investment Management
Providing ongoing portfolio monitoring & risk management:
  • Performance tracking
  • Portfolio rebalancing
  • Dividend & income tracking
  • Corporate action management
  • Portfolio manager & individual holdings due diligence
Client Services & 
Communications
Keeping you informed, engaged, and on track:
  • Proactive & responsive high-touch service
  • Daily online portfolio pricing & monthly consolidated reports
  • Data protection through our proprietary digital vault system
  • Monthly newsletters, industry research & daily email insights

Advanced Technology,
Informed Decisions.

Through our proprietary investment platform, clients can access and analyze different views of their full holdings to help make educated decisions about their wealth.Learn More