Wealth management and financial planning; for individuals and businesses.

Invest with Assurance

At Benson Wealth Management, we believe that a well-crafted investment strategy is the cornerstone of financial success and stability. Our dedication to providing personalized investment solutions is aimed at achieving your long-term financial goals. With a comprehensive approach and a keen eye on market trends, we navigate the complexities of investing to offer strategies that align with your unique financial situation. Let us guide you through the journey to financial prosperity, where your goals are our priority.

Explore Our Investment Products

Our suite of investment products is designed to cater to a diverse range of financial needs and goals. From securing your retirement to optimizing your investment portfolio, we offer a comprehensive array of options:

01 Exchange-Traded
Funds (ETFs)

Dive into diverse markets with ETFs—flexible, traded like stocks, and perfect for building a diversified portfolio quickly and efficiently.

02 Stocks

Own a piece of a company and potentially share in its success. Stocks offer direct exposure to corporate earnings and market movements.

03 Cryptocurrency Investing

Step into the future of finance with cryptocurrencies—digital assets designed for the age of the internet, offering high-risk, high-reward investment opportunities.

04 Money Market Funds

Protect your savings with money market accounts and funds, offering stable returns and higher liquidity for short-term financial needs.

05 Bonds and Fixed Income Products

Invest in stability and predictable income with bonds, a cornerstone of conservative investment strategies that pay interest regularly.

06 Mutual Funds

Achieve broad market exposure and professional management with mutual funds, an ideal choice for diversifying investments and reducing risk.

FAQs

  • What makes a Roth IRA different from a Traditional IRA?

    The primary difference lies in tax treatment. Contributions to Roth IRAs are made with after-tax dollars and allow for tax-free withdrawals in retirement, whereas Traditional IRAs offer tax-deductible contributions and tax-deferred growth, with taxes applied upon withdrawal.

  • Can I invest in stocks through a brokerage account?

    Yes, a brokerage account gives you the flexibility to buy and sell stocks, bonds, mutual funds, and other types of securities. It's a powerful tool for managing and growing your investment portfolio.

  • How do Treasury Bills work as an investment?

    Treasury Bills (T-Bills) are short-term government securities that mature in one year or less. They are sold at a discount to their face value; when they mature, the U.S. government pays the holder the full face value, with the difference representing the interest earned.



  • Are government securities a safe investment?

    Yes, government securities such as Treasury Bills, Notes, and Bonds are considered among the safest investments because they are backed by the full faith and credit of the U.S. government.


  • What is a Variable Annuity and how does it work?

    A variable annuity is an insurance product that ties the growth potential of your investment to the performance of a selected portfolio of stocks, bonds, or other assets. It offers tax-deferred growth and can provide a steady income stream in retirement, but it also involves risks related to market performance.


The first rule of compounding: Never interrupt it unnecessarily.

— Charlie Munger

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