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Asset Diversification

Many of our clients have derived their wealth from one predominate source; it may be through real estate, a small business, or by working at a successful company. Often this wealth becomes an extraordinarily high percentage of the client’s net worth and self worth. One bad turn could significantly impact their financial goals. We help clients potentially enhance their wealth and potentially reduce their taxes through diversification. We also address the client’s emotional attachment to the assets. Proper diversification affords a much greater likelihood of the client attaining their long term financial goals. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.