Investment Advice

Too often, financial advisors focus solely on chasing performance. Our approach instead focuses on defining your objectives and setting realistic expectations for your returns based on your specific goals. The result? Clarity, simplicity, and most importantly, the opportunity to achieve your financial objectives. Our investment management process includes:

  • Developing a personal return objective for measuring each client’s success.
  • Developing customized investment programs consistent with each client’s financial goals and risk tolerance.
  • Educating clients on performance expectations and constantly communicating results.
  • Continuously monitoring and adjusting portfolios to maintain client objectives.

Our consultative process is how we build relationships with our clients. Together, we discuss investment strategy, tax mitigation, wealth transfer, asset protections, charitable planning and many other planning topics to help clients make smart, confident decisions and avoid costly mistakes. Contact us today to schedule your consultation.

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An affiliate of Heffernan Insurance Brokers, CA License #0564249. Securities and Advisory Services offered through Geneos Wealth Management, Inc. Member FINRA / SIPC.
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