Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible. As we deepen our relationship, we use the tools at our disposal to make the planning process easier, clearer, and with your specific goals as our guiding principle.
We are held to a fiduciary standard and treat all our advisory clients in that manner. This helps us develop strong, and many times, multigenerational relationships with clients and their families. This is a major difference and value added that you achieve by working with an independent advisor; you are a client and friend, not an account number.
At the core of our philosophy is the development of a plan that is not off the shelf. To achieve that, we conduct a full analysis of your holdings across different institutions so that all pieces of your pie work in unison. Our areas of focus while developing your plan seek to offer: Tax-smart investing strategies, objective recommendations, strategies aimed to manage risk/reward relative to your tolerance level, access to cost effective vehicles, and work in conjunction with your other trusted advisors like CPA and Attorneys.
The plan we run for each client will be different because your needs and areas of concern are different than those of others.
* Neither Guardtower Financial Services, Stratos Wealth Partners or LPL Financial nor its representatives offer legal or tax advice or services. Please consult with your legal or tax advisor regarding your individual situations before making any tax-related decisions.