Are You Taking More Risk Than You Think?
Discover Your Personal Investment Risk Score in Minutes—Before the Market Does It for You.
Join what the smart investors who are aligning their portfolios with what actually feels right. Quick. Free. No pressure—just clarity.
Your Risk Tolerance Isn’t a Guessing Game
Unless you enjoy financial roller coasters… in the dark… without a seatbelt.
With the Risk IQ Test, you'll finally know how much risk you can handle—without needing a Ph.D. in Wall Street jargon.
Find Your Investor Tolerance
Invest Like You Mean It
We match your portfolio with your actual comfort level, not just whatever hot stock tip your neighbor gave you.
Trusted by Investors who have used it.
No pressure, no sales pitch—just clarity, confidence, and fewer sleepless nights wondering if you’re “doing it right.”
Investment Risk Analysis That Actually Means Something
Your future shouldn’t hinge on guesswork.
Most investors don’t realize their portfolio is out of sync with their comfort level—until it’s too late. That’s where Risk IQ steps in.
Risk Assessment
Are you investing in line with who you are—or who someone told you to be?
We’ll uncover your real risk tolerance and show if your current investments match your personal financial DNA.
Portfolio Alignment
When your strategy fits your personality, everything works better.
We don’t just analyze—we align. Let’s make your portfolio feel like it was built for you… because it was.
Optimize Investment Strategy
Tailored. Balanced. Smart.
We fine-tune your approach so you’re not just chasing returns—you’re building a sustainable, comfortable future.
Don’t Wait for the Market to Teach You a Lesson.
Many have already used Risk IQ to course-correct their investments.
Will you be ahead of the curve—or part of the cautionary tale?
Let’s Talk Before the Market Does Something Weird (Again)
You’ve made it this far—don’t ghost your future.
Fill out the form.
We’ll help you align your investments with your comfort level, so you can stop guessing and start actually sleeping at night.
Risk IQ Test helped me align my investment strategy with my comfort level. Highly recommend their insights!
Aaron Beechem
★★★★★
Assess your investment strategy and comfort level.
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Disclosures:
Investment advisory services are offered through doing business as Advisor Share Wealth Management (ASWM), LLC a registered investment advisor. ASWM and Bernaducci & Kugelov, LLC operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM. The content provided on this checklist is for informational purposes only and should not be construed as a solicitation or recommendation of any investment strategy. Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.
Bernaducci & Kugelov, LLC
14522 Three Ponds Trail
Delray Beach, FL 33446.
Office: 732-614-5832
RISk IQ Test