If you’re new to investing, you’re likely asking yourself two questions: Where do I start, and who can I trust?

You can either take the solo route—navigating online research, financial blogs, and a sea of conflicting advice—or you can work with a team that’s designed to do one thing: help you create a strategy that’s built different.

Investing is one of the most powerful tools for growing your wealth—but smart investing starts with intentionality, strategy, and guidance.

Smart Investment Options for First-Time Investors

If you have money set aside that you won’t need in the short term, here are some common starting points:

• ETFs
• 401(k)s
• Mutual Funds
• Stocks
• Bonds
• Real Estate
• Target-Date Funds

🔑 Pro Tip: Build your emergency fund first—ideally 3–6 months of living expenses. That financial cushion gives you flexibility and peace of mind.

Going Solo: The Challenge for Beginners

If you’ve just started to accumulate savings and want to grow your wealth, investing might seem like the obvious next step. But it’s not just about picking stocks.

Navigating the markets alone means understanding alpha, beta, risk tolerance, tax consequences, and hundreds of options—while also verifying compliance, licensing, and performance. One wrong move, and your momentum can be stalled before it starts.

That’s why going solo might not be your best move.

Why Prevail Is Built Different

Instead of tackling it all yourself, imagine walking into Prevail and being greeted by a team—not just one advisor, but a curated circle of financial professionals who are ready to help.

When you partner with Prevail:

• You’ll meet with a cross-functional team who actually listens.
• We’ll build a financial roadmap tailored to your goals.
• You’ll gain access to strategies most investors don’t know exist.

And we don’t just stop at investing—we support:

• Tax planning
• Insurance strategies
• Private market access (real estate, venture capital, and more)
• Multi-generational planning

We start by asking the right questions:

• What are you saving for?
• What’s your timeline?
• What level of liquidity or risk fits your lifestyle?

From there, we craft a comprehensive plan that reflects both where you are and where you want to go

Investing Alone Isn’t a Requirement

The markets are uncertain—and in times like these, investing without expert guidance can leave you overexposed. Prevail doesn’t just give you advice. We give you strategy, structure, and smart diversification that grows with you.

You can bring your research to the table, and together, we’ll discuss your vision and design a plan that makes sense.

We call it investing built different—because we’re not chasing the next trend. We’re building real financial futures.

Final Thought: Trust Experience, Embrace Innovation

At Prevail, we’re not just helping you invest—we’re helping you build a foundation. Our strategies are guided by data, powered by collaboration, and personalized to your life.

New to investing? Trust a firm that knows how to innovate when the market gets uncertain. Let’s build your plan together.

📞 Contact us today at (913) 295-9500 or 📧 riseabove@prevailiws.com.