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Latest Blog Posts
2020 - Year In Review No year-end review for 2020 would be complete without mentioning the ongoing COVID-19 pandemic and its impact on everything that exists. There are nearly 20 million reported cases and over 340,000 deaths from the virus in the US. Over 3,000 die....
Te$la Tesla stock has been on a tear this year, and over the last 12 months, really, up over 270% in 2020 and over 540% during the last 12 months. Their flamboyant CEO, Elon Musk, makes headlines not only for building cool cars but for building rocket ships that go to...
The Similarities and Differences Between a Traditional and Roth IRA If you're working on retirement planning, you're likely considering opening an IRA. Traditional vs. Roth IRA? Which one do you pick? Let's take a look at their similarities and differences, to make...
Expert advice in asset and wealth management
Life and financial goals are about balance—risk and reward, now vs. the future. Rely on our qualifications in asset and wealth management and our experience in working with investors like you—investors that are looking for balance and a partner for their journey.
We will listen and guide. Advise and discuss. Share new ideas and opportunities. Balance risk and reward. And build a plan mapped for your future and the legacy you envision.
Ahmeti wealth management strategies in Dallas offers tailored advice and guidance from a dedicated financial advisor who can protect and help you grow your assets, create a charitable legacy, plan ahead for your children’s education, plan for your retirement, and more.
When it comes to managing your investments, we follow a disciplined, systematic, and repeatable process. This journey begins with a meeting and a discussion about how much or how little planning you would like.
Together we define the portfolio that best fits you with your long-term view. We’ll listen carefully to you to get a precise understanding of your personal goals. Then, together, we will put pen-to-paper and build out your financial roadmap which will identify your current financial condition.
The more detailed our knowledge, the more effectively asset and wealth planning can achieve a sustainability that meets your financial – but also more general – requirements.
With that end in mind, we will devise a personalized strategy allocation recommendation designed to help you achieve your goals. Once allocated, we will continue to monitor your investments and adjust or re-balance as needed. This entire process is driven by our core philosophy of delivering trust, transparency and accountability.
Mastering your money can come down to establishing smart habits.
Let’s meet and further discuss about asset and wealth management and together start developing the smart habit of “Paying Yourself First”.