Wealth, Investments, Economics

Realistic Wealth Strategies Built with Discipline and Clarity

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Service offerings will include long-term, risk-managed investment portfolios through a subscription-based service, offering diversified ETF and mutual fund allocations. Built on a disciplined, research-driven approach, these portfolios incorporate macroeconomic insights and risk management strategies to help investors navigate changing market conditions, free from political bias.

Financial consulting services, available for select clients, provide guidance on economic trends, financial strategy, and long-term wealth management strategies for both individuals and businesses navigating today’s evolving market environment.

Those interested may share their contact info below or follow YTW on social media.

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An unbiased and objective approach to wealth management in today's economic environment.

David Bielenberg, CFA is a financial professional with deep expertise in macroeconomic trends, investment strategy, asset allocation, portfolio construction, financial planning, retirement planning, bond analysis and credit risk, and risk management. David is also a veteran of the Marine Corps, having served during Operation Iraqi Freedom.

financial coaching

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Location

Phoenix, AZ US

Hours
  1. Monday
    9:00am
    –
    10:00pm
  2. Tuesday
    9:00am
    –
    10:00pm
  3. Wednesday
    9:00am
    –
    10:00pm
  4. Thursday
    9:00am
    –
    10:00pm
  5. Friday
    9:00am
    –
    10:00pm
  6. Saturday
    9:00am
    –
    6:00pm
  7. Sunday
    9:00am
    –
    12:00pm