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Helping to Build the Wealth, Wisdom and Spirit of our Clients
Helping to Build the Wealth, Wisdom and Spirit of our Clients
Ghingher Snouffer Wealth Management
As a husband and wife team, we know the value of collaboration.
Our clients appreciate the teamwork that goes into providing a rules based approach to: Investment Management, Liability Management, Risk Management, Trusts and Estates, and Fiduciary Services. We have a combined 60 years of experience, which has formed our approach. We believe it matches well with those who take wealth planning seriously and care about risk management, and we believe in long-term relationships to serve our clients in all phases of their lives.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to provide a personalized plan designed to meet your needs.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 05, 2023
Evaluating Your College Savings Withdrawal Strategy
If you have a high school senior who will be attending college next year, you’ll need to start withdrawing from your college savings account(s).
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue we take a look at BRICS+ and potential investment opportunities, determine if bond market supply matters, and discuss why September is a more worrisome month for stocks than October.
Are You Incorporating Secure Act 2.0 Provisions into Your Financial Plan?
SECURE Act 2.0 is designed not only to make it easier for employers to adopt and administer retirement plans, but also to help individuals save for retirement. There are nearly 100 provisions in this new legislation. Some of these, which are in place now or will become effective in coming years, are highlighted below.
Outlook 2023: Mid-Year Update
In our initial Outlook 2023 publication, we offered a thesis around the concept of two-way risk.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.