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Our Philosophy

If you're looking for hot stock ideas or predictions about the market or the economy, we're not your team. Here's how we're different.

We Have Our Own Money at Risk. We take pride in the fact that we own the same investments as our clients, and we’d never ask clients to invest in something we wouldn't own ourselves. We believe that is the best way to obtain true objectivity and avoid conflicts of interest. 

We Aren’t About the “Next Big Thing”. We do not believe in market timing – instead we believe in “time in the market,” which means that good returns come from buying good investments and holding them for the long-term.

Your Goals are Most Important. We are goal-focused, versus market-focused. That’s why we provide more than just investment management, focusing on clients’ personal “big picture” and the strategies that are right for them, including thoughtful tax, estate and insurance planning.

THERE'S NO SECRET TO SUCCESSFUL INVESTING

All it takes is consistency, courage, and balance. 

Lessons for a Successful Lifetime Investment Plan_2022 by MeganWholey on Scribd

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