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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®

VestAdvisor®

A customized path to financial investing
Stocks, Bonds, Options, UITs
ETFs and Mutual Funds
Generally for Larger Accounts
Minimum Opening Investment: $25,000

Learn more
VestAdvisor Select®

VestAdvisor Select®

Charting your financial future
ETFs and Mutual Funds
Only
Generally for Smaller Accounts
Minimum Opening Investment: $25,000

Learn more

Also, please enjoy and explore our videos on a variety of investment topics:

<p>Investments</p>

Investments

You’ve made investments your whole life. Work with us to help make the most of them.
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<p>The Cycle of Investing</p>

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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<p>The Junk Drawer Approach to Investing</p>

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.
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<p>Where Is the Market Headed?</p>

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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<p>Coaches</p>

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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<p>A Bucket Plan to Go with Your Bucket List</p>

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.
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<p>Should You Invest in Exchange Traded Funds?</p>

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?
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<p>Events on Wall Street</p>

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
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