Our Core Principles

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Our goal is to foster long-term relationships with our clients that extend beyond merely selling a product or service. To do so, we are committed to practicing four core principles, which we refer to as the financial advisor-client “PACT.”

We endeavor to be:

PROACTIVE – Reaching out to our clients in both good times and bad to ensure that we are answering their questions and helping them to manage their assets in a way that continues to be consistent with their financial goals;

ACCOUNTABLE – Treating our clients’ wealth with the same care and concern we would our own;

CLEAR – Explaining the investment process and products in a way that empowers clients to make informed decisions with their money, and;

THOUGHTFUL – Proposing wealth management plans that are deeply researched, integrating sophisticated strategies with the most current thinking on portfolio construction.

Stifel | Mancing Wealth Management Group

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Our Core Principles