The Go-To Choice for Wealth Management in Florissant, MO

Staying Proactive Our team helps you invest your retirement assets for long-term financial independence using this proactive asset allocation plan, which means we do not recommend buying and holding all investments. A key element to growing your investments over time is to take action designed to preserve your wealth in bear markets. While we understand that diversification is an important investment concept, our team realizes that diversification alone does not prevent portfolio losses. This is demonstrated by the losses investors experienced in the prolonged bear market of 2000 to 2002 or the more recent bear market that began in October of 2007.

Hands-On Management

Portfolio management services are available for those with assets of $50,000 or more. Our average client is someone who has worked hard over the years to save in their company retirement plan and is looking for more hands-on financial services to protect their hard-earned savings.

Contact us to discuss the benefits of an active portfolio. We are proud to serve our clients in Florissant, MO, and surrounding areas.

There is no guarantee that active asset management will outperform a buy and hold approach to investing.  Investing involves risk, including the potential loss of principal. No investment strategy can guarantee or protect against loss in periods of declining values. Past performance is no guarantee of future results.