• Investments:  Turning Goals Into Game Plans 
  

At Romana Wealth Partners, we take a holistic approach to investing, looking at your entire financial picture—your goals, family, values, and future plans. Behind every dollar is a dream: retiring comfortably, sending a child to college, starting a business, or simply feeling secure. Our role is to help you turn those dreams into a clear, actionable plan.

We Begin With Understanding You.

• Clarifying What You're Working Toward - We’ll talk through your short- and long-term goals: whether it’s buying a home, paying for a child’s education, planning for retirement, or simply feeling more secure about your finances.
  
  
• Understanding How Much Risk Feels Right For You - Everyone has a different comfort level when it comes to market ups and downs. We’ll figure out how much volatility you can realistically handle—so your plan feels right and you can stick with it.
  
  
• Matching Your Plan to Your Timeline - We’ll look at when you’ll need your money, from near-term expenses to retirement, and design your investments to support those milestones.
  
  

Studies Show:  Investors with Advisors Earn More

And here’s another insight: Women investors often outperform men by 1–2% annually. Studies link this success to thoughtful decision-making, patience, and a steady hand—all qualities we bring to every client relationship.

Vanguard and the CFA Institute indicate that investors with professional guidance may see 2.5%–3% higher net returns annually. Even more meaningful, a Fidelity study found that 73% of advised investors feel less anxious and more confident about their financial future.

A Portfolio Built for You

We don’t believe in one-size-fits-all solutions. Using a holistic, open-architecture approach, we create portfolios that reflect your entire financial picture—not just a single goal or product. 

This gives us the flexibility to choose from a wide range of managers, funds, and strategies, so every recommendation is made with your best interests at heart.

Staying Focused on You

Markets shift, and so does life—which is why our work doesn’t stop once your plan is in place. We regularly review your accounts, meet with you, and adjust your portfolio as your needs, goals, and market conditions change. We’re hands-on and detail-driven, reviewing your accounts regularly to keep your plan on track.