Investment Management Checklist

This Checklist includes a list of action items to consider as you build your investment strategy to help you stay ahead of any risks and opportunities.
investment-management-checklist-preview-image.001

Our Investment Management Checklist covers items in four important areas of wealth management:

  • Diversification
  • Risk
  • Investment Instruments
  • Personalized Portfolios

This free, 2-page PDF has over 15 checklist items to help you align your investment strategy with your long-term goals.

Align your financial plan and long-term goals with your investment objectives

Video Resources

About Burney Wealth Management

Some Wealth managers give you the same pitch full of impersonal metrics, making you feel like just a number in a confusing system.


At Burney, we personalize wealth management to your unique story and rely on almost 50 years of leadership, innovation, and fiduciary responsibility.


So get treated like a human, get a clear plan, and know your wealth is in caring and competent hands.

Be heard