Our philosophy is to “Provide The Wisdom to Promote Your Financial Success”.

As a firm, our fiduciary responsibility is to put your needs and concerns before our own when making recommendations or offering advice. We emphasize education and coaching, our clients, as an integral part of their achieving the success they presumably want. We ascribe and believe in the philosophies of academics who have studied data for decades and created philosophies of investing that have been worthy of being awarded the Nobel Prize. We believe that in the absence of verifiable knowledge and coaching both client and advisor are susceptible to industry hype, mistruths, emotional misguidance and potential out-in-out fraud.

We believe that no analyst, brokerage firm or individual can predict the future. The same holds true, when predicting market value direction, speculating (guessing) on individual stocks or even one’s personal health and longevity. We believe that investing track records of the past are no indication of an ability to predict the future.

Unfortunately, those who believe in the industry’s self-proclaimed clairvoyant capabilities, are not real candidates to be part of the Wealth With Wisdom client population. That said, we never turn away anyone from attending our programs to learn and be coached by us, even if they are not ready to become clients.