Philosophy
During volatile markets, even the most patient investor may question the direction of their investment plan. Mainstay Wealth Management Group has seen decades of volatile markets come and go, and we empathize with investors who find the current environment troublesome. We’d like to help. Here’s what we can do to start:
A CUP OF COFFEE AND A SECOND OPINION
We welcome you to visit us to discuss your financial goals. Then we’ll review your portfolio to discover if your current plan is tailored to reflect those goals. If we see that your investments are well-suited for your long-term goals – in spite of the current market turmoil – we’ll gladly tell you so. On the other hand, if we believe one or more of your investments is no longer a proper fit for your strategy, we’ll clearly explain why.
Either way, the coffee is on us.
A CUP OF COFFEE AND A SECOND OPINION
We welcome you to visit us to discuss your financial goals. Then we’ll review your portfolio to discover if your current plan is tailored to reflect those goals. If we see that your investments are well-suited for your long-term goals – in spite of the current market turmoil – we’ll gladly tell you so. On the other hand, if we believe one or more of your investments is no longer a proper fit for your strategy, we’ll clearly explain why.
Either way, the coffee is on us.