Retirement Planning/Customized Portfolios*

We provide ongoing due diligence, advice and asset management for your investments based upon your goals and objectives. A comprehensive detail of your assets is taken into consideration in developing any plan to insure proper asset allocation*, risk management and the objectives set forth to pursue your goals.  

These services are offered by David Weaver and Megan Wall through their affiliation with Avantax Investment ServicesSM.

*Asset allocation does not assure or guarantee better performance and cannot eliminate the risk of investment losses. Investments are subject to market risks including the potential loss of principal invested.