Retirement Planning/Wealth Management

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Re: Retirement Planning/Wealth Management

Postby davidwinn101 » Wed Dec 31, 2014 2:40 pm

Thanks Jim!

Minus 12/31 ending our year numbers look as follows:

Our tenured accounts (all in) up net 17.95%
While S&P ending with 14.87%
Balanced 9.75%

Our 17.95% at the same risk (deviation) as the balanced!!!
davidwinn101

 
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Re: Retirement Planning/Wealth Management

Postby davidwinn101 » Sun Apr 30, 2017 3:12 pm

Time to update this. I have moved to DHGWA in April of 2015. We are a small Fiduciary RIA of 19 advisors that manage 2.3 Billion. Our niche aside from individuals; tends to fall in the Fiduciary needs arena i.e. Endowments, Associations etc. I am salary/equity based thus I earn nothing on your business from commissions, sales loads etc. Feel free to contact me if you care to see our risk measurements/returns. We are housed within an accounting firm and our model is that of family practice: accounting/tax planning, wealth management, estate planning etc.
davidwinn101

 
Posts: 263
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Re: Retirement Planning/Wealth Management

Postby Dry Reef » Wed May 03, 2017 7:15 am

Hey David - I'm your neighbor on the corner of Wetherden.
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Re: Retirement Planning/Wealth Management

Postby davidwinn101 » Wed May 03, 2017 8:08 pm

Hey bud!
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Posts: 263
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Re: Retirement Planning/Wealth Management

Postby Beginner reefer » Sun May 07, 2017 8:03 pm

I am just here to say Hi to David :leaving;
"There is a polish for everything that takes away rust; and the polish for the heart is the remembrance of Allah." (Bukhari)
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Re: Retirement Planning/Wealth Management

Postby davidwinn101 » Sun May 07, 2017 8:26 pm

Hey my friend. Hope you and the family are well
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Posts: 263
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Re: Retirement Planning/Wealth Management

Postby davidwinn101 » Sun Jan 14, 2018 12:38 pm

Just returned from Charlotte where we beat out several large brokerage teams and landed a well known professional basketball player. If your looking for something different in the financial planning arena and care to see some hard data let me know!
davidwinn101

 
Posts: 263
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Re: Retirement Planning/Wealth Management

Postby davidwinn101 » Sat Feb 10, 2018 8:46 am

Crazy week. Questions? Want our insight? We don’t have all the answers nor what will certainly be next but we have some thoughts and data points to give perspective of last weeks circus
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