Wade is a financial advisor with 18 years of industry experience, navigating financial markets for his clients. His passion is listening to what you, the client is looking for. “What I found is nobody is a cookie cutter, everyone has a different idea or direction for what they want their money to do for them, and I pride myself on finding the solution to meet those objectives” he remarks. Wade runs a series of portfolios and works to meet our clients and prospective clients objectives with an emphasis on managed risk. He believes that it is important to listen to the client's past experience as well as what they want moving forward and manage not only the objective, but the level of risk the client is willing to or not willing to take. He takes the time to make sure the client understands this as we put a plan together.
Wade’s goal is to effectively manage your funds in the best way that justifies your risk level and objectives for the funds. This really means one of the most important parts of his job is listening to your needs, this is the responsibility and approach he takes to his business.