We recognize that satisfactory results are measured by how our clients do in all markets and by the risk taken to earn those results. We seek to have performance through all types of market conditions. We also seek to do this with the least risk possible using a process that, for purposes of simplicity, has as the goal to own investments moving up and try to not own investments moving down as indicated on a chart and measured by our technical criteria. There can be no assurance of us accomplishing this of course and past results are not indicators of future results.
Through our affiliation with FSC Securities Corporation, we offer these solutions:
Fee based wealth management
Retirement asset planning and management
IRA's including Simple, SEP, Roth's and Rollovers; 401k,
Annuities including fixed, variable and equity indexed
Life insurance from almost every major carrier
Flat per hour consulting and/or portfolio review/strategies
FWWM is distinct in our approach to managing wealth.
If you are still using the same approach that has a poor risk to reward ratio or you cannot describe your risk management process, we encourage you to learn about other strategies that you may not have heard of but are being utilized to balance risk vs. reward. No method is foolproof however we believe our methodology strives to minimize risk while working towards helping you reach your goals.
A good sailor often gets to his destination regardless of the weather just by using proper trim and controls. Similarly, a wealth management approach designed with your personal goals and investment objectives in mind can help you get to your destination while helping you weather adverse market conditions. We work to balance risk vs. reward using a mechanical, non-emotional process that does not utilize any manner of forecasting but instead employs a rules-based mechanical approach that seeks to get you through both stormy and smooth conditions. No method is foolproof and past performance does not guarantee future results but we welcome you to contact us to learn more about our process.
Through our affiliation with FSC Securities Corporation we are able to offer a large menu of products and services and, we have a fiduciary duty to our fee-based clients. Let us know how we can help you on your journey.