Investment Services

The reasons we invest are obvious: to minimize risk and avoid sacrificing our lifestyles in the future. To pursue this, you must apply a degree of control over your assets, planning, and caring for them as they grow and multiply.  That's where we excel.

Our Investment Advisory Services will help you apply discipline to your investment options while working toward financial independence. We will develop a strategy for selecting, monitoring, and managing your investments that incorporates sophisticated algorithms, consistent modeling, all under the watchful eye of a trusted and experienced Advisor.

Our process incorporates:

  • Discovering your ideal and acceptable life goals
  • Establishing goal trade-offs and priorities
  • Performing lifetime simulations and scenarios
  • Presenting comfort zone recommendations
  • Selecting personalized investment strategies
  • Monitoring and advising frequently

Speak with our team

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners a registered investment advisor. Wealthcare Advisory Partners and Fellows Financial Group, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, DC, GA, FL, HI, IA, MD, MT, NC, OH, PA, VA, TX, WV.

Personal and Commercial insurance services are offered through Fellows Insurance Group LLC.   Fellows Insurance Group LLC is a separate entity from Fellows Financial Group LLC, LPL Financial and Wealthcare Advisory Partners.   LPL Financial, Fellows Financial Group LLC, Fellows Insurance Group LLC and Wealthcare Advisory Partners do not offer tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

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