Lorie Kirtz

I believe in offering a wholistic approach to helping you plan for your financial future. In the same way, I work with clients and their families across multiple generations to offer strategies to help build and sustain wealth and establish legacy.

I specialize in everything from working with children of clients to help them learn financial basics like budgeting, paying off student loan debt and beginning to save, to assisting parents of clients with estate planning strategies entering and thriving in retirement and helping ensure they are prepared for the expected and unexpected.

I offer you and your loved ones personal financial advice and a broad range of solutions to help you live your best life, now and in the future.

With the right financial advisor, life can be brilliant.

When it comes to investing, risk and reward go hand in hand. The higher the risk, the higher the potential return, but also the greater the risk of loss.

Risk tolerance refers to your ability to endure market volatility. All investments come with some level of risk so it's important to be aware of how much volatility you can tolerate. How risk tolerant you are is important, because it is one of the basic factors in determining an appropriate investment strategy for you. Your risk tolerance can affect both the types of investments you own and the way you choose to diversify your portfolio.

Read more about risk tolerance and take the 5-question quiz to help you assess your own tolerance for risk. Then contact me to discuss your portfolio and how it meets your needs and risk tolerance.