WHY PFADT WEALTH MANAGEMENT?

No two clients are alike. As a result, I work with each client in a collaborative manner to better understand their financial situation and goals; however, I believe each client will always know their financial situations better than I. Therefore, I strive to educate my clients to various investment strategies--explaining the advantages and disadvantages of each. My goal, my clients are then able to make a knowledgeable decision to move forward with a given long-term strategy—one that is distinctively right for them.