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Philosophy

Planning

Clients need unbiased advice tailored to each client’s unique situation that takes In to account both a long term perspective and short term needs.

Service

Our clients have a clear understanding of our process, their financial plan, and the steps to reach the long term goals of that plan. Our clients see us as their partner and guide towards their long term financial goals. Our clients have the peace of mind that their interests always come first. Our clients have the confidence that no matter the time of day or night, that we can always be reached to discuss their plan and accounts. As the saying goes “money never sleeps.”

Integrity

Integrity and ethics are things that cannot be taught, they are things that must be practiced every day without ever wavering. Anyone can tell you that they are ethical, but we choose to show that we are. None of our advisors have ever had a customer complaint or client arbitration. We custodian our assets at the respective asset manager that we have selected for your account. This puts an extra line of protection to you the client to prevent things such as the Bernie Maddoff scandal because we do not personally custodian any assets. If you would like more detail or information on where and how your assets are custodied please let us know.

Investing

Investing is an equation of risk verses reward. Managing a client’s money is an equation of Client’s needs and fears verses long term goals. Clients need an individually tailored strategy that takes into account both these equations to then create long term growth and sustainable wealth. We strive for total return by properly diversified portfolio construction, in depth research, alternative strategies, efficient fees, minimizing unsystematic risk, lowering volatility, and tax efficiency.

"Investment Advisory services and Securities offered through NWA Financial Partners Registered Investment Advisor"