About Beth
Beth P. Wahlig
Director of Socially Responsible Investing
Call: + 1 844.672.7623
Beth P. Wahlig - My Story
Beth is Director of Sustainable Investing and Private Wealth Advisor with MRA Advisory Group. She has 28 years of experience managing investment portfolios in equity, fixed income, and alternatives. Beth specializes in wealth management, financial planning, and asset protection planning. Her practice is focused on educating and helping women build a financially secure future. She has developed a Women & Wealth program that focuses on women’s lifestyle choices and prioritizing specific financial goals.
She offers thematic Sustainable Investment Portfolios that have an impact in creating a more progressive economy while protecting the environment. The investing approach focuses on companies that lead in environmental policies, renewable energy, water resources, sustainable agriculture, innovative products, community involvement, and healthcare discoveries.
Beth has extensive investment experience as a portfolio manager in institutional asset management in New York City at Shenkman Capital and General Motors Asset Management. She was a high yield bond portfolio manager for 14 years. She received her MBA in Finance from Columbia Business School and holds FINRA Series 63 & 65 licenses.
In her free time, Beth enjoys hiking through the woods, kayaking on freshwater lakes, collecting Early American antiques, and reading literature.
Areas of Expertise
- Wealth Management
- Financial Planning
- Women & Wealth Strategies
- Socially Responsible Investing
- Protection Planning
What to expect from an initial conversation with Beth
Bring your questions. Do you have any financial blindspots?
By definition, a blind spot is an area where a person’s view is obstructed. We help you identify financial blind spots in your personal economy.
Examples of financial blind spots:
– Taking too much or too little risk with your investment portfolio
– Lacking a proper cash reserve for emergencies and opportunities
– Missing a system to track your savings and your spending
– Having inadequate insurance protection for home and life coverages
– Missing a game plan for your finances if you get too sick or too injured to work
– Lacking adequate protection for your loved ones in case of a premature death
Find Opportunities
We focus on finding opportunities for you to improve your chances of reaching your financial goals.
Examples of financial opportunities:
– Getting your finances organized
– Helping you pay yourself first
– Improving the yield on your cash reserve
– Adjusting your investment portfolio risk
– Reviewing and helping you streamline your debt
– Helping you pay your fair share of taxes
– Helping you create a “rule book” to distribute your wealth to your heirs properly
Partner for growth
MRA Advisory offers flexible services for all life stages.
As an MRA Advisory Client, you can expect:
– Our primary values are Integrity, Commitment and Excellence
– Our firm’s objectives to Simplify Your Financial Life, Instill Confidence with a Plan and Pursue Growth
– Full and fair disclosure regarding products and services
– Strict confidentiality pertaining to sensitive data and conversations
– Calls/emails/texts returned within less than 8 business hours
– Coordination in making and holding agreed upon appointments under your service schedule