WSG Advisors


WSG Advisors

Phase I: Discovery

The discovery stage occurs during our initial meeting when we get to know one another. This entails focusing on what your specific needs are and what you want your investment capital to do for you.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term investment strategy custom-tailored to your unique needs. We then develop a comprehensive plan outlining the strategy we recommend for long-term success

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring and Adjusting

We monitory our clients' accounts on a regular basis to ensure they are still performing in a way that meets their intentions, and will do the same for you. Should we discover your circumstances have changed, or that shifting global markets require a different investing approach, we will be quick to make adjustments.

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Please contact Bob Gardner by email or phone for more information or to schedule a consultation.

Phone: (843) 837-8562
Email: bgardner@wsgadvisors.com

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