Our approach to investing is founded upon the highest fiduciary standards. Our independence serves as a basis to create a specific investment strategy tailored to meet your financial goals. Our advice is driven by one concern alone – the best interest of our clients.
The investment services we offer extend from asset allocation to rebalancing to retirement plan management and data aggregation.
When building your investment strategy, we consider your total financial picture. We understand that each goal may have a different time frame and risk tolerance and may need its own individualized allocation. As a result, we evaluate each investment goal, manage the investment time frame, your risk tolerance and tax implications as these each relate to your overall objectives.
We believe regular reviews and our commitment to service are paramount. Our experience tells us that client needs and financial circumstances change over time. Washington Wealth Advisors places a premium on ongoing client communication. We encourage you to contact us, at any time with any questions regarding your investment portfolio.
Our Disciplined Investment Process:
Step 1: Define portfolio goals
Step 2: Determine appropriate asset allocation mix
Step 3: Implement Investment strategy
Step 4: Conduct ongoing research and market analysis to ensure alignment with your overall financial strategy.
Step 5: Communicate results, monitor client’s changing needs, and rebalance
As an independent Registered Investment Advisor, we have a fiduciary duty to act in your best interest. We charge a fee to manage your accounts and do not receive commission. Here’s how we work with you and account custodian Fidelity Institutional Wealth Services to manage your portfolio: