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About Us


Are you making the right choices with the money in your 401k?

Math based models to guide you in and out of the stock market. We monitor and advise - you take action.

Unlike ‘robo’ investment services, Financial 1 Wealth Management Group does much more than simply rebalance your portfolio. 

When the risk of loss is high, we reduce stock market holdings to minimal percentages, depending on the strategy that fits your risk tolerance.

Tactical Strategy

Three core beliefs about the markets are the foundation of our tactical strategy model. The analysis concentrates on using mathematics instead of predictions or opinions to identify current market trends and the best performing options available.

The tactical model uses a Simple Trend And Rank (STAR) portfolio construction that evaluates risk and different financial positions quarterly. This investment model has been awarded the DALBAR Validation certificate, providing an important level of security and compliance to a retirement account strategy.

3 Core Beliefs to Protect Your Retirement:

Core Belief 1

We don't know where the market will go - and neither does anyone else.

Core Belief 2

Stock and bond markets constantly display identifiable trends.
And sometimes it's prudent to move money out of the markets.

Core Belief 3

Along the way there will be outperformers and underperformers.