Investment Management

At Bonacorsi Wealth Management our focus is intended to create investment strategies that are simple to understand and promote peace of mind regarding your financial future.

Whatever your goals for the future, Mike Bonacorsi can develop an investment management plan suited to your unique needs and long-term strategy.  We take a collaborative approach to developing your investment management strategy.  Taking the time to get to know you, know what’s important to you and your family, what your concerns are and your expectations for your financial future.

Investing in today’s global, interconnected economy requires a well thought out, disciplined approach.  When you scan the marketplace, there seem to be as many investment philosophies as there are investors.  When you look closely, the approaches break down into two basic types; strategic and tactical.  Both philosophies are centered around the asset allocation of your portfolio assets.  Asset allocation is the term used to explain how you divide your money into various categories, such as stocks, bonds, and cash.

  • Strategic asset allocation uses a model that sets the portfolio assets according to the client’s profile. The percentage of assets allocated to stocks, bonds, cash etc. is set based on the client’s goals and risk tolerance.
  • Tactical asset allocation involves using market-timing to switch back and forth between asset classes.  A tactical strategy will increase risk-adjusted returns as compared to a strategic strategy.  In general, the tactical strategy is to be more aggressive in lower risk (undervalued) assets and be more conservative in higher risk (overvalued) assets.

Our Investment Management strategy centers around a strategic asset allocation philosophy.  We understand that your goals are unique, whether you are an early-career professional, an executive, a business owner, or a retiree wanting to enjoy what you have built. We strive to know and understand your financial situation and provide you with only the highest quality information and services to help you address your goals.

Call Mike today to get started planning your financial future.




Your Investment Management plan should encompass your life’s goals which may include:


Helping & Protecting Your Family

Helping children

Assisting parents

Investing in education

Providing for health care

Protecting your assets


Enjoying Your Lifestyle

Replacing income

Providing family security

Ensuring your personal health

Planning for long-term care

Protecting your business


Achieving Financial Comfort

Building and protecting your nest egg

Generating income

Minimizing taxes paid

Saving for the future

Gaining financial freedom


Planning for the Expected & Unexpected

Planning for business succession

Providing for family members

Meeting health challenges

Managing change

Financing housing options


Building a Legacy

Identifying and supporting your passion

Developing wills and instructions

Planning your estate

Giving to charity

Creating a living legacy