Investment Strategy

Rather than starting with an investment idea, we start with the individual client.

We work with clients to help them create an investment strategy by asking simple questions that suggest thoughtful answers:

What are your financial goals, both short- and long-term?
What is your tolerance for risk?
What has been your past experience with investing?
What are your current and future needs for investment income or growth of principal?
How long do you have to pursue your goal?
What is your tax situation?

The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

Form CRS: Client Relationship Summary

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