Our Investment Philosophy
We believe that in order to achieve long-term financial success, it’s not enough to pursue diversification in your investment portfolio. Each portfolio must have a defined purpose, whether it’s focused on income, growth, or addressing downside volatility. Our team specializes in creating strategies for wealth and generating secure income streams. We also provide individualized strategies based on each client’s risk tolerance, time horizon, liquidity needs, and overall investment goals. Clients who work with us can expect a high level of service and attention to their specific objectives. We meet with clients to help ensure their wealth management plan is aligned with their personal circumstances and financial goals.
Furthermore, we believe the best relationships are built on trust. We’ve earned our clients’ trust and respect because of our integrity, exceptional customer service, and performance. We always put the needs of our clients first, and we strive to find a customized solution for each individual and their unique needs.
Our team is passionate about what we do and the lives we impact. As a work family, we share the same core values and an environment that fosters enthusiasm and fun. We invite you to experience for yourself why our clients have chosen Wiessner, Schwab & Villella Financial Strategies Group as their preferred choice for investing and investment planning.
Investing involves risk including the possible loss of principal. Asset allocation and diversification are investment methods used to help manage risk. They do not guarantee investment returns or eliminate risk of loss, including in declining market.