Hi, I'm Abigail Ann Ryan Professional Financial Consultant and Investment Advisor
I am a LICENSED INVESTMENT ADVISOR who provides complete securities advice to individuals and small businesses. Additionally, I manage investment portfolios and offer financial planning services.I work with individuals, families, and organizations, developing long-term relationships that span generations. While I am well-known for my expertise in discretionary macro trading.
My network of full-time professional discretionary investment managers use objective, time-tested strategies to build cost-effective, tax-efficient portfolios to match your risk-return profile. And our commitment to oversight, regular reporting, and rebalancing ensures your portfolio stays on track to achieve your goals
• O.T.C
• Illiquid securities
• High-frequency trading
• dark pools
• Non-financial instruments
• Debt Financing
Insurance can be an effective tool to protect your financial security. We will assess your current insurance coverage and identify any risks to your financial security, filling any gaps in coverage, including death, disability, and critical health conditions. We will show you how to get better value for premiums paid by managing insurance as a cost-effective defensive strategy.
• Clients preferences
• Mission, vision, values
• Gap analysis
• Thinking
• Management strategy
• Situational awareness
I help you buy shares through a stock broker on a stock exchange market while trading at a lower price. They monitor the shares performance at the stock market, and when the share price goes up, and sell them at a profit. This brings about more diversification in the asset allocation of your portfolio.
• Tax management
• I.R.A
• Real estate portfolio
• Detailed financial reporting
• Maximize profit
• Minimize cost
A good wealth manager helps save time by doing all the heavy lifting for you, so you can spend more time doing what is most important to you—living life.
Life is busy. There’s no doubt that your day is full of stressors. Working with a wealth manager can help alleviate some of those worries.
One of the most important (and often overlooked) factors in successful investing is proper tax planning. A wealth manager can structure your investments in appropriate accounts so that you can maximize tax savings.
Part of a professional wealth managers job is to constantly keep abreast of market changes. Not only that, they strive to be aware of specific details that can affect your individual investments. A trusted wealth manager will help you stay up to speed on market conditions so you can make better decisions.
It is beneficial to have an impartial third party available to hold you accountable. Your finances are no exception. A Wealth manager can be that impartial third party you need to help you stay on track.
People who are Registered Investment Advisors (RIAs) are held to strict fiduciary standards, which means that the law requires them to always put their client’s interests first. They are also required to disclose every method in which they are compensated.
An experienced wealth manager will be able to discuss your wishes and provide insight and guidance that you simply cannot get when you do it alone. Relying on a trusted wealth manager can also help you avoid generalized investment advice and schemes that may not fit your specific needs.
You may not have access to all possible investment options if you don’t use a wealth manager. For example, there are certain mutual funds that are only available through an advisory relationship. Working alone, you wouldn’t have access to these investments. A reliable investment manager will have their investment committee regularly screen these exclusive options to determine if they are suitable for you.
First impressions matter, so your investments should look great and yield returns
Framing the problem is crucial to the success of any project. In this phase I make sure I understand everything about my client, their risk appetite, preferred investment and wealth management duration, what were your previous inhibitors to wealth management and what is the the real problem we’re trying to solve.
Every wealth manager has to achieve a specific goal. After learning what my clients need in the first phase aforementioned, I try to think of a strategy to actualise them. This phase is mostly done through workshop with you, the client. I’m a big believer of collaboration and co-creation.
Guided by a Myriad of investment insights , I create multiple concepts to solve the problem we identified. However, only the real viable solutions make it to you. I don’t present sketches or rough ideas, I present working solutions to creating and managing wealth.
Octavia T. Sinclair
I’m incredibly grateful for Abigail Ryan. Her upbeat attitude and sincere dedication made navigating my finances an enjoyable experience. She’s a wonderful person and advisor!
Indigo S. Whitley
What sets Abigail apart is her genuine concern for her clients. She combines expertise with a personal touch that makes you feel like you're in the best hands.
Ezekiel Montgomery Faulkner
Not only is Abigail knowledgeable, but her approachable nature makes complex financial matters easy to grasp. She truly cares about her clients' well-being.
Veronica Orion Blackwood
Working with Abigail has been a game-changer! Her warm personality made the entire process comfortable and stress-free. I always felt heard and understood
