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2300 Crabury Road
Baltimore, MD 21209

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Shariden Consulting & Wealth Management, LLC

(410) 456-3324

 

Investment Analysis

With high stock market volatility and low interest rates, many hard-working people do not know how to create a solid financial foundation.


Our investment analysis will show your current allocation and demonstrate possible adjustments to consider to meet your individual needs.

Are you wondering...

  • Is my portfolio appropriately diversified?
  • Are there other asset classes I should be investing in?
  • I have multiple investment accounts and advisors. What do my investments look like as a whole?
  • Am I taking too much risk or not enough?
  • Are my investments prepared for the pending risks of inflation and rising interest rates?
  • I am going to need income soon from my investments. Do I own assets that are geared toward the distribution phase of life?

Investing is a lifelong process. Contact us today to make sure you are properly invested and taking advantage of investment opportunities that reflect your current life stage.