Pinsker Wealth Management
Risk Profile Questionnaire

The purpose of this questionnaire is to help us determine an appropriate level of risk for your investment assets. There are no wrong or right answers - pick what feels best to you at this moment.

If you are investing assets with a spouse, complete one questionnaire for each of you. After you have completed it, click the green "Generate PDF" button at the bottom.

A PDF version of this form with your answers will appear in your Downloads folder. Please upload that document to the secure file sharing folder link that we sent to you via email. If you don't have that email, please email Preston Neal at [email protected].

Important Notice: This page does not save your progress. For your security and privacy, no data is stored in your browser. Please complete the entire questionnaire in one session before clicking "Generate PDF" at the bottom.

If you close or navigate away from this page, you will need to start over. Additionally, for your security, the form will automatically clear all entered data after 20 minutes of inactivity.

The PDF will appear in your Downloads folder. Upload it to the secure file sharing folder link from our email.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Risk tolerance questions based on Grable, J. E., & Lytton, R. H. (1999). Financial risk tolerance revisited: The development of a risk assessment instrument. Financial Services Review.