Fiduciary Wealth Management
Retire exceptionally and create generational wealth for your family.
Our services
Investment Management
Severin Investments is a fiduciary wealth management firm that manages models of individual stocks and ETFs for our clients.
Our clients rely on our asset allocation expertise to achieve an efficiently diversified investment portfolio that balances their investment goals with market risk and longevity risk. We are a tactical investment manager, which means we adjust our clients' exposure to asset classes, sectors, industries, and companies as economic conditions change.
Severin Investments provides a hands-on approach to investment management and client education so you can feel confident in your investment portfolio and focus more on other aspects of your life.
Retirement Planning
Retirement planning is critical to understanding how we should invest your portfolio. Your advisor will work with you to understand and develop your investment goals, time horizon, tolerance for market risk, and your overall finances. Meeting with us regularly to adjust your plan helps us keep your money working for you.
Estate Planning
Estate planning is a deeply personal and essential aspect of retirement planning and investment management. Since we don't know how long we will live or how many expenses we will have as we age, it's not wise for most people to plan to spend down their assets entirely.
Whether you want to take care of loved ones or donate your assets to charity, we can educate you on your options when it comes to leaving a financial legacy.
Annuity Analysis
Investors typically purchase annuities for their income producing benefits and loss protection, but they are incredibly complex products with many drawbacks. These can include hidden expenses, limited asset growth, contract features that can change at the whim of the insurance company, loss of control over the funds, and inflexibility. Often, investors are not fully educated on the product before committing, and this can lead to regret when reality doesn't meet expectations.
An annuity analysis is beneficial for investors who already own annuities and for those considering one. Our annuity analysis is designed to help investors make informed decisions about whether an annuity is the right choice for them.
Contact Us
Locations
Clearwater
28100 US 19 North
Ste. 311
Clearwater, FL 33761
St. Louis
211 North Broadway
Ste. 2925
St. Louis, MO 63102
Contact Information
Phone: 866-983-2707 Email: info@SeverinInvestments.com
Hours (Eastern)
Open today | 09:00 am – 05:00 pm |
We are closed on market holidays.
