Bechler and Thomas Wealth Management

Core Principles

Our core principles are focused on providing a personalized, hands-on approach to investing that emphasizes alignment of interests, transparency, and a commitment to delivering consistent risk-adjusted returns over the long-term. Some of our core principles include:

 
1. Flexibility and Agility: Unlike larger investment managers, we have the flexibility to adapt quickly to changing market and economic conditions. This allows us to take advantage of opportunities that others may miss, and to manage risks more effectively.

2. Active Management: We believe in active management, which means that we carefully analyze investments, seek out undervalued opportunities, and make investment decisions based on a comprehensive understanding of market trends and conditions.

3. Alignment of Interests: We strongly believe in aligning our interests with those of our clients. As an independent boutique firm, we have a vested interest in our clients' success and are committed to delivering services that best meet their unique needs.

4. Transparency: We believe in transparency and strive to provide our clients with timely and accurate information about their investments, including risks and returns. We are committed to building trust and maintaining open lines of communication with our clients.

5. Personalized Service: As an investment manager, we offer personalized service that goes beyond just managing portfolios. We take the time to listen to our clients' needs and goals, and work collaboratively to develop a customized investment strategy that is tailored to their unique circumstances.

Overall, our core principals reflect our commitment to developing long-term relationships with our clients and providing them with exceptional service and investment results.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (CA, CO, FL, IN, KY, MI, NC, OH, PA, TN). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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