Financial Services - Corona, California, United States
I believe that looking after people doesn't mean you must sell them stuff. As a Wealth Manager, I've concluded the best possible approach is to serve people as their lawyers and accountants do – never being in a conflict-of-interest situation. Always putting the client's best interests first. If I did that well, I'd do well.We endeavor to recognize the opportunities within global financial markets; by providing guidance to meet the next generation of financial challenges and investment opportunities. We present a different approach to building, managing and preserving your wealth. Our expertise is in delivering solid investment strategies, superior risk-adjusted returns, while adhering to the highest ethical standards and prioritizing your interests above everything else. Our devout long-term investment ideology and methodology, of seeking above-average capital appreciation and dependent upon the client's Risk Strategy; D'Arcy Wealth Management strives to strategically and tactically allocate assets to maximize return potential within our client's specific objectives, given the current market and economic environment. I believe our organization presents an opportunity to the investor to potentially mitigate the changing economic and wealth growing environments by having the strategic and tactical aptitude to avoid "cookie-cutter" investing and the limitations set on portfolios, allowing to not only potentially enhance portfolio performance, but, also permit for greater flexibility in tax efficient management (where applicable) in an investor's portfolioD'Arcy Wealth Management Inc., is a fee-only registered investment advisory (RIA) firm. We offer comprehensive services for private, experienced investors with a very personal-touch advisory and performance driven investment management. Best regards,Dempster R 'Bobby' CherryPresident
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