535 Lloyd Avenue
Founded in 2019, 21:5 Wealth Management is an all-inclusive wealth management firm built on Christian principles and beliefs. The name 21:5 was inspired by Proverbs 21:5, “Good Planning and hard work lead to prosperity, but hasty shortcuts lead to poverty.” – NLT
When you choose to work with 21:5, we act as a financial quarterback. We encourage communication between all the advisors in your life, such as your attorney, accountant, tax preparer, insurance agent, etc. It is vitally important we keep an open dialogue. We are all on the same team with your goals and wellbeing top of mind.
We are long-term investors that believe time in the market builds wealth, not timing the market.
Diversify, Diversify, Diversify. We believe that portfolios should be globally diversified with disciplined rebalancing strategies in place. We do not know which asset classes will outperform and when; it is best to have broad exposure and rebalance when needed.
We understand that each person develops their views from different perspectives. At 21:5 we gather these perspectives and work together as a team to manage your finances and build your plans. We believe this allows for unbiased best thinking and provides better outcomes for our clients.
We have come together as a team from varied backgrounds and different walks of life to serve our clients to the best of our abilities. We continue to learn from one another and from the families we work with. It is our goal to add value through education and guidance.