WEALTH MANAGEMENT
APPROACHING OR IN RETIREMENT

At Sensenig Capital, wealth management is a combination of investment consulting, advanced planning — and personal relationships.

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Wealth management is about getting to know you — your goals and aspirations — and providing only those solutions with your best interest in mind.

As a fee-only consultancy, Sensenig Capital ensures objective, personal financial advice. We do not receive commissions or sell products for brokers or large financial firms. As testament to that commitment, we belong to a highly selective industry association of fee-only advisors known as the National Association of Personal Financial Advisors (NAPFA).

Our Wealth Management Process

Our wealth management process encompasses all areas of your financial life and is designed to help achieve the life goals that are important to you.

Throughout our relationship, Sensenig Capital will collaborate with a team of independent experts to evaluate all aspects of your financial situation and devise comprehensive solutions designed to help achieve your objectives.

DISCOVERY
STEP 1
We begin by learning about you, then committing to a prudent, mutually beneficial relationship.

EXPLORATION
STEP 2
We discuss where you are now and where you want to go, and interact to fully understand your goals.

BRAINSTORM
STEP 3
We put our planning hats on to thoroughly develop recommendations that are unique to you.

DELIVERY
STEP 4
We deliver a clear path forward, with advice from experienced, credentialed professionals.

EXECUTION
STEP 5
We prudently maintain your investments and regularly review your financial plan to ensure progress.

Ongoing Financial Advice, Always In Your Best Interest.

Sensenig Capital provides all-inclusive, ongoing financial guidance to help ensure you reach your personal and financial goals, today and tomorrow. Our fees are priced to be a good value. Because we run our business efficiently, we’re able to pass our cost savings onto you.

Our fee is based on a percentage of assets under management and priced in a tiered approach to provide additional value to you. The more dollars you entrust to us, the lower your fee rate.

Our Fees

  • Based on a percentage of assets under management, starting at 1%
  • Specifically designed to pay for itself, over time
  • No asset requirements or annual fee minimums
  • Direct access to our fiduciary expertise and ongoing support