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Investment Planning

We believe the optimal portfolio is one that investors can stick with.

Our investment planning process starts with a thorough review of your current portfolio for alignment with your communicated goals and financial plan. We then design a custom portfolio tailored to your specific objectives, time horizon, risk tolerance, and tax considerations. Our comprehensive portfolio management approach ensures your investments remain aligned with your evolving needs in a dynamic market.

We believe the optimal portfolio is one that investors can stick with. By integrating long-term growth drivers with strategic risk mitigators, our clients are positioned to pursue better outcomes.

 

Our Portfolio Management Principles Include:
    ✓   Targeted Risk Management: Utilizing risk-based models, we create diversified and balanced portfolios tailored to each client.
   âœ“    Cost-Effective Access: We provide access to essential asset classes—stocks and bonds—
through ETFs, mutual funds, and individual securities.
   âœ“    Strategic Long-Term Factors: We incorporate long-term market tilts to sectors that
historically have superior performance across market cycles.
   âœ“    Downside Protection: Our strategies include downside hedging to minimize losses and
enhance potential gains.
   âœ“    Tax Efficiency: We employ a range of tailored strategies to maximize tax efficiency for each
individual.

We partner with Aptus Capital Advisors and Guardian Wealth Advisors to provide a best-in-class portfolio platform. Your portfolio is held with long-standing custodial partners you can trust, Charles Schwab and Fidelity Investment.

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​​​Ready to start? 

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Clarify your vision.

Simplify your wealth management.

Focus on what truly matters.

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© 2024 Gather Wealth, LLC

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. This website and its associated links offer news, commentary, and generalized research, not personalized investment advice. This website is for informational purposes only and does not constitute a complete description of our investment services or performance. Nothing on this website should be interpreted to state or imply that past results are an indication of future. All investments involve risk and unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.

 

Investment advisory services offered through Guardian Wealth Advisors D/B/A Gather Wealth, LLC. Guardian Wealth Advisors is a Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission and is headquartered in Raleigh, NC. Registration does not imply a certain level of skill or training.

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