Patrick Minskey MBA CFP AAMS

Our Mission: Empowering Financial Confidence

Experienced Wealth Management is a comprehensive wealth planning firm dedicated to guiding individuals and families towards financial security and peace of mind. We understand that achieving financial goals can be daunting, so we are committed to providing personalized, transparent guidance and support every step of the way.

Who We Are

Led by experienced financial advisor Patrick Minskey, our team of dedicated professionals has extensive knowledge and expertise in various financial disciplines. We hold industry-leading certifications like the Certified Financial Planner (CFP) and Certified Investment Advisor (CIMA) designations, demonstrating our commitment to upholding the highest ethical standards and delivering exceptional client experiences.

Our Values

Integrity, transparency, and personalized attention are at the core of our values. We believe in:

• Client-centered planning: We prioritize understanding your unique goals and concerns to create a tailored financial roadmap.
• Fiduciary responsibility: We act in your best interests, prioritizing your needs above all else.
• Client collaboration: We work alongside you every step of the way, open communication and shared decision making are essential.
• Long-term perspective: We focus on sustainable growth and preservation of wealth for the long haul.

Our Services

We offer a comprehensive range of services to address all aspects of your financial well-being, including:

Investment Management

• Comprehensive portfolio construction and monitoring
• Strategic asset allocation based on your individual risk tolerance and goals
• Regular performance review and optimization

Retirement Planning

• Comprehensive analysis of your retirement accounts and investments
• Personalized planning for retirement income maximization and preservation
• Guidance on tax-efficient withdrawal strategies

Tax Reduction Planning

• Comprehensive review of your financial situation to identify potential tax savings
• Development and implementation of strategies to legally minimize your tax burden
• Ongoing tax planning and optimization

Additional Services

• Social Security planning
• Estate planning and wealth preservation
• Comprehensive financial education and guidance

Why Choose Experienced Wealth Management?

Our personalized approach, proven expertise, and ethical values set us apart. We are committed to empowering you with the knowledge, guidance, and support you need to achieve your financial goals and live a fulfilling life.

Contact us today to schedule a free consultation and take the first step towards financial confidence!