Services for
New Investors
As a new investor, taking those first steps on your financial journey can be both exhilarating and intimidating. But with the right foundation and guidance, you’ll gain the confidence and knowledge to implement a strategy tailored to your unique goals. And we’re excited to help you get started!
Don't Know Where to Start? We've Got You Covered.
At Bain Wealth Management, we are big on education. We want to equip you with knowledge and confidence to be able to make financial decisions that reflect your values. The Insights tab of our website has an abundance of educational articles and videos. But here are a few good ones to start with:
- 6 Steps to Create a Healthy Relationship with your Money
- Roth IRAs vs Traditional IRAs
- Financial Advice for Millennials from a Millennial
- Here’s your Financial Planning Starter Pack
- The Progressions of Financial Planning through every Decade of Your Life
- 6 Signs It’s Time to Ditch DIY Retirement Planning
Try These Helpful Calculators
Financial Foundations
If you’re building something you want to last, a strong foundation is key. The resources listed above will help get you started with building that solid foundation of fundamentals—like budgeting, debt management, and emergency savings. Additional resources on this website will also help point you in the right direction, so you can get started now.
Let’s Build Your Financial Future Together!
At Bain Wealth Management, we believe in empowering you to take control of your financial future with confidence. Before initiating an advisor-client relationship with us, we recommend completing two important steps to lay a strong foundation for our partnership.
Build your Knowledge – Visit the Insights tab on our website, where you’ll find a wealth of articles and videos to begin educating yourself.
Strengthen your Financial Foundation – Think of your financial journey like building a house—you need a solid foundation. This includes budgeting and managing debt. Don’t worry, we’ve got plenty of resources to support you along the way!
Once you’ve explored Steps 1 and 2 and feel ready to take the next step, we’d love to hear from you! We are best suited to partner with those who have laid a solid financial foundation, are established in their career, have been saving for retirement and are ready to pursue a more serious partnership. If we mutually decide that we have a good fit to work together, we’ll help you design a customized plan to work towards your financial goals.
We can’t wait to support you on this exciting journey!
Here’s what you can expect when you start working with us:
Personalized Investment Strategy
Your financial goals are unique—whether you want to buy a home, plan the trip of a lifetime, prepare to have a family, or plan for your retirement. Together we’ll develop an investment strategy that reflects your goals, timeline, and risk tolerance. With access to diversified portfolios and guidance on managing risks, we’ll ensure your investments help you reach your goals.
Education and Guidance
We believe in empowering investors with education. Investing isn’t just about dollars and cents; it’s about understanding the “why” behind your financial moves. Our team will provide the resources, insights, and ongoing support you need to make informed decisions, so you’ll feel confident every step of the way.
Robust Client Portal
Technology plays a big role in all our lives. That’s why we offer easy-to-use online tools that give you a transparent view of your portfolio, account balances, and performance. You’ll have the insights you need right at your fingertips, so you can see your progress in real time.
Planning for the Future
Whatever your stage in life, we’ll help you leverage the time you have (long or short) to build long-term wealth. We will work with you to build tailored strategies for retirement, major life purchases, and personal growth. By investing wisely now, you’ll pave the way for the future you want.
Ongoing Support and Relationship
We’re here for the long haul. As your life evolves, so will your financial needs. We’re committed to maintaining a relationship with you and adjusting your strategy as your goals and circumstances change. Our team will be by your side to celebrate milestones and help you with your financial decisions through all of life’s ups and downs.
Holistic Financial Planning
We want to do much more than manage your money. Based on your values and goals, we incorporate tax efficient strategies, estate planning, charitable giving, education and risk management in an integrated and cohesive plan to help you design a path toward the future you want.