At WJWright Financial Services, we hold strongly to a set of principals and values that we would personally expect from financial advisors given we were sitting on the other side of the desk.
We understand that our work is critically important. Almost every financial decision that our clients make may impact the quality of their lives. We begin with a full understanding of their goals and priorities because this deep understand is the foundation of a sound investment process.
We are independent for a reason. We chose our independent business model provide professional advice and maintain our client focus rather than focusing on the needs of our company. Our independent investment selection and strategies give us greater flexibility to serve our clients' individual needs.
We use a comprehensive long-term decision making approach. We help our clients make informed decisions based on a thorough research process in order to construct investment portfolios. We avoid shortcuts and realize that the most effective approach to building wealth is through the disciplined implementation of timeless principles.
We follow our own guidance. We personally use the same planning and investment strategies that we recommend to you. Hence, our personal portfolios are substantially similar to that of our clients with variances due to risk tolerance and life stages.
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