Dufault, Smith & Meeuwsen Wealth Management Group insists on providing Independent, Objective and Unbiased investment advice to our clients. We firmly believe in building enduring relationships with every client, prospect, and referral we meet, and each of which is built on mutual respect and confidence.
A core tenet of our philosophy is working for you as risk managers – not return managers. In order to bring to fruition the financial future you envision for yourself, we will help you develop a strategic and tactical portfolio asset allocation designed to minimize risk and maximize potential returns. A properly allocated portfolio is more likely to participate in long-term market gains while reducing exposure to short-term market volatility.
A core tenet of our philosophy is working for you as risk managers – not return managers. In order to bring to fruition the financial future you envision for yourself, we will help you develop a strategic and tactical portfolio asset allocation designed to minimize risk and maximize potential returns. A properly allocated portfolio is more likely to participate in long-term market gains while reducing exposure to short-term market volatility.