Professional Profile
Our mission is to assist individuals and their families in achieving their financial objectives. We believe that it is important to evaluate each client individually based on their investment needs, risk tolerance, time horizon and overall financial position. We think that it is important to manage risk which is why we encourage our clients to possess a goal and an exit strategy for every investment they own or intend to own. We also believe that asset diversification is an important factor when managing portfolio risk. We are confident that we and Wunderlich Securities can offer you the investment services that you need and desire. Our clients appreciate the attention that we give to their account by having an objective opinion concerning their specific investment needs.
THIS SITE IS PUBLISHED FOR RESIDENTS OF THE UNITED STATES ONLY. WUNDERLICH SECURITIES FINANCIAL ADVISORS MAY ONLY CONDUCT BUSINESS WITH RESIDENTS OF THE STATES FOR WHICH THEY ARE PROPERLY REGISTERED. THEREFORE, A RESPONSE TO A REQUEST FOR INFORMATION MAY BE DELAYED. PLEASE NOTE THAT NOT ALL OF THE INVESTMENTS AND SERVICES MENTIONED ARE AVAILABLE IN EVERY STATE. INVESTORS OUTSIDE THE UNITED STATES ARE SUBJECT TO SECURITIES AND TAX REGULATIONS WITHIN THEIR APPLICABLE JURISDICTIONS THAT ARE NOT ADDRESSED ON THIS SITE. CONTACT YOUR LOCAL WUNDERLICH SECURITIES OFFICE FOR INFORMATION AND AVAILABILITY.