Thomas R Isgrig Financial Service

At Isgrig Capital Asset Management, LLC, we empower individuals, businesses, and institutions to achieve financial stability and pursue their dreams. We are passionate about providing personalized, holistic financial planning and wealth management services tailored to each client's unique needs and aspirations.

Our Mission

Our mission is to help each client:

• Pursue their dreams and goals with confidence by providing them with the tools and strategies they need to achieve financial stability.
• Experience financial freedom by managing their income, assets, and liabilities effectively.
• Show God's love in tangible ways by offering compassionate and personalized guidance and support.

Financial Planning Services

• Comprehensive financial plans tailored to individual needs and goals.
• Cash flow management and budgeting advice.
• Debt management strategies.
• Retirement planning and optimization.
• Estate planning and wealth preservation.
• Charitable giving guidance.

Wealth Management

• Investment management tailored to individual risk tolerance and financial goals.
• Comprehensive review and analysis of current financial situation.
• Development of personalized investment strategies.
• Ongoing monitoring and rebalancing of portfolios.

Qualified Plan Consulting

• Consulting services for employee benefit plans and fiduciaries.
• Review and analysis of plan design and investments.
• Development of customized solutions to address specific plan objectives.
• Education and communication support for plan participants.

Our Approach

Our wealth management process focuses on:

• Avoiding unnecessary investment risk: We utilize thoughtful strategies to minimize potential losses and preserve your capital.
• Avoiding needless or irrational sacrifice of lifestyle: We help you achieve your financial goals without compromising your current quality of life.
• Constant monitoring and review: We regularly assess your financial plan and adjust it as your life and financial goals evolve.

Contact Us Today

We believe in building long-term relationships with our clients and are dedicated to providing personalized attention and guidance throughout your journey to financial success. Contact us today to schedule a consultation and learn how we can partner with you to achieve your financial aspirations.