Investments
Your long-term goals, including a comfortable retirement or the legacy you will leave, should never be relegated to chasing the latest investment trends or futile attempts to beat the market. Focusing on prudent asset allocation, we will work with you to put a long-term strategy in place that seeks to leverage the market’s built-in efficiencies while minimizing costs, resulting in a strict diversification discipline that seeks to protect and grow your wealth over time.
When you enroll in one of our investment services, you will work with Wayne R. Davies, CFP®, ChFC®, CFS®, a wealth manager who can help you plan for your full financial picture and invest accordingly. Mr. Davies is a registered Investment Advisory Representative (IAR) with Avantax Advisory ServicesSM.
Learn more about our two primary investment programs, VestAdvisor and VestAdvisor Select, through the following brochures available from Avantax Wealth Management:
VestAdvisor®
A customized path to financial investing
Stocks, Bonds, Options, UITs
ETFs and Mutual Funds
Generally for Larger Accounts
Minimum Opening Investment: $25,000
VestAdvisor Select®
Charting your financial future
ETFs and Mutual Funds
Only
Generally for Smaller Accounts
Minimum Opening Investment: $25,000
Investments
The Cycle of Investing
The Junk Drawer Approach to Investing
Where Is the Market Headed?
Coaches
A Bucket Plan to Go with Your Bucket List
