Shintani Wealth Management Services remains steadfast in investment principles that are consistent and effective. In an age where people face more distractions than ever, our time-tested methodology keeps your investments on track over the long term.

As the saying goes, “time in the market beats timing the market.”

Historically, many financial advisors profited by pushing “exclusive” investments onto unsuspecting clients. That era has passed. We focus on establishing a solid investment strategy for you—and then ensuring it stays in place. We base our approach on the core principles of behavioral finance, which simply means we don’t let you become your own worst enemy.

We automate your monthly contributions, leveraging dollar-cost averaging to maximize your investment strategy (the “buy low, sell high” concept you often hear about).

We rebalance your portfolio when it’s no longer aligned with it’s targets so that your portfolio doesn’t become too risky or too conservative and stays aligned with your goals.

We gradually reduce your portfolio’s risk over time based on your goals and risk tolerance—this is our edge.

And most importantly, we prevent emotional decision-making.

Wall Street often tells you what to invest in without understanding your goals, leading to investing for the sake of investing—which is essentially gambling. Knowing the difference between investing and gambling is what separates those who are satisfied from those who are disappointed with their investment outcomes.