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Our Mission

We take a different approach to investing. Our planning method starts by working from a defined goal backwards.  The thought behind this is, how can someone progress forward without knowing what the goal is.  We believe in being goal-based, client centric not investment centric.  You and your goals are at the fore-front of planning and we serve as your partner to fulfill this plan.

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The first thing we do is listen, we listen to you, our client.  We take the time to get to know you beyond your financial goals, we strive to understand your dreams and aspirations along with your individual financial goals and objectives.  We need to understand our client's goals, what they would like to achieve during your life and then we create a customize financial plan in an effort to obtain these goals. 

 

We pride ourselves on building long-term, multi-generational relationships with our clients by understanding that a personal touch is the defining difference.  We believe the best way to understand our clients is by honestly listening to them. Only by really listening, and taking the time to truly understand where they want to see themselves, can we help them develop a path to get to their goal.  

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We strive to help clients feel confident having a professional provide a strategy and advice to assist with their goals.  We work on earning our clients' trust by exhibiting candor, honesty and respect in our approach to every relationship and personal interaction.

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DISCLAIMER:

Investing involves the risk of loss.  Please review strategy description and investment risks set forth in Form ADV2. No guarantee can be made as to performance results.  No guarantee can be made to curtailing tax liabilities and clients should look to their separate tax advisor for tax advice. 

Check the background of this financial professional on FINRA's BrokerCheck

Securities and investment advisory services offered through Osaic Welath Inc., member FINRA/ SIPC. Osaic Welath Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osiac Welath Inc..  Osaic Welath Inc. does not provide tax or legal advice.

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Osaic Wealth Inc. Registered Representatives associated with this site my only discuss and/or tramcar securities business with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA,, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NY, NV,  NC, ND, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. 

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PLEASE NOTE: The information being provided is strictly as a courtesy.  When you link to any of the websites provided here, you are leaving this web site.  We make no representation as to the completeness or accuracy of information provided at these web sites.

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Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable.

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A note about Social Media: Opinions or comments posted on social media regarding Riverstone Asset Management may not necessarily reflect the views of Riverstone Asset Management.

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