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Professional expertise is an ongoing responsibility, and we pursue opportunities to upgrade our knowledge and skills diligently. Our principals hold either the CPA or CFP® designation.
Independence is the key to our ability to offer objective advice, and we maintain that independence carefully. Ashwood Advisors is an advocate for our clients. We are fee-based investment advisers and we have no incentive to recommend one financial product or investment vehicle over another.
Service is the bridge over which we bring our objective expertise to work on behalf of our clients. We work diligently to exceed our clients' expectations. We often work closely with our clients' other professional advisers to develop creative and comprehensive financial and estate plans.
How Does Ashwood Advisors Add Value?
We recommend and implement a strategic asset allocation that is suitable to your goals, time horizon, risk tolerance and cash flow requirements.
We adhere to a strict discipline of regular rebalancing to your strategic asset allocation.
We focus on factors within in our control such as controlling investment costs and taxes.
We integrate investment management with financial, tax and estate planning.
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