675 North Barker Road,
In many cases choosing a single investment style isn’t that simple, often people have money set aside for different goals with different risk levels. This can add complications when selecting a portfolio, “I have multiple styles and goals.”
At FWA you have the opportunity to blend styles and objectives within the same account or at the household level.
Let’s take a closer look.
For larger or more complex situations we offer even more flexibility (minimums may apply).Let’s take a closer look.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
The above scenarios are a hypothetical situation based on real life examples. Names and circumstances have been changed. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investments or strategies may be appropriate for you, consult your advisor prior to investing.