What Makes Us Different
Just as no two people have the same fingerprint, everyone has different needs and ideas on how to manage assets in pursuit of their goals. That’s why it’s so important to have a skilled professional in your corner when it comes to managing your portfolio and your financial future.
Your wealth affords you many opportunities – one of which is the simple enjoyment of life on your own terms. The complexity of properly managing your wealth, however, is quite another story.
We believe that there are those in our industry who use hope as a method to guard against the volatility we saw in 2008 and 2009; then there are others that have changed their business model dramatically. In our opinion, what it comes down to is having a risk management strategy that can be easily explained. There can be no guarantees in our business, but having a clear rules-based strategy in place is a lot better than having no strategy at all.
Peter Silcox and Peter Avonda are veteran financial advisors with more than five decades of experience collectively. Here at Silcox & Avonda Wealth Management, we would prompt you to ask your current financial advisor to explain their strategy to manage risk during a volatile period; if they can’t answer that question, ask us. We believe your important financial affairs should only be left to someone with not only years of experience, but also the ability to apply it effectively in pursuit of your goals and objectives rather than their company’s bottom line.
This level of expertise means your portfolio will be developed and managed right here in our office by experienced financial advisors who have seen their clients through many different markets – both the highs and the lows.
By allowing us the opportunity to actively manage your portfolio, we can help you alleviate the day-to-day responsibilities of caring for your valuable assets. And by working with Certified Financial Planner™ professionals, you’ll have a personalized plan to help filter out the distractions of the market so you can stay focused on the future – and the many other opportunities life can bring.
Most importantly, when you have questions or concerns, we are only a phone call away.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part II as well as the client agreement.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
