Wasson Investment Services
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
We strive to conduct our business according to the highest standards of honesty, integrity, and fairness. Our ultimate goal is to continually maintain that your best interests are the foundation of your financial planning. We do this by attempting to provide a consistent and structured approach to your financial needs that will result in an integrated and customized solution for you.
We take an objective approach to every strategy and investment we recommend. We are able to offer a diverse universe of investments to align with the individual situations of each investor. We take our role of fiduciary very seriously and act in the best interests of our clients.
Our investment approach seeks to preserve and grow wealth across market cycles. It considers each client’s risk tolerance and focuses on strategies that manage risk and attempt to limit significant drawdowns. Our goal is to have long-term investments experience the power of compounded returns.