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Principles
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We believe our principles separate us from our competitors. In the world of finance, trends can come and go like fashion. We believe the financial media and industry exist in no small part by creating needs born of anguish or euphoria. Ultimately, we think Wall Street grows by creating new perceived needs or worries. The industry manufactures an endless stream of 'new' asset classes, enhanced products, investment factors, and market gurus. We think this is simply a distraction for you, and a source of new products and fees for the financial services industry.
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In our view, very little of this noise is of real concern to the serious long-term investor. How do we understand where there is real value, legitimate investment ideas, or worthwhile perspectives among all the noise? Experience has taught us to be skeptical, rely on research and evidence, and be mindful of potential benefits after all costs are taken into account.
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Blackwood Wealth Management's objective is not to follow trends, but to draw on client feedback, market history, and decades of experience and learning. We aim to foster a lasting partnership with you that is based on the following core principles:

  • INTEGRITY IS PARAMOUNT

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When it comes to your finances and long-term goals, we believe you need a partner you can trust with unquestioned motives. We take our fiduciary duty seriously and work with your best interest in mind.

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  • CLIENTS AND GOALS ARE UNIQUE

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Each and every client is unique. We strive to partner with you, as an individual. To prioritize your needs. To quantify your goals. To understand your values. To determine how your goals can best be achieved.

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  • INDEPENDENCE IS A VALUED ASSET

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We are not an investment bank or brokers. We are not an insurance company. We do not have proprietary products. We provide our services as a fee-based advisor. As a fee-based advisor, our compensation is not tied to the sale of securities or other investment products. Therefore, we make recommendations with the singular principle of doing what we believe is best for you.

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  • EDUCATION IS A PART OF SUCCESS

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It is difficult to get somewhere if you do not know where you are going. We work to educate

you to your desired level of understanding. We believe you should understand the why of your specific financial plan.

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  • INVEST WITH PURPOSE

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We believe investment strategies should make sense and be designed to reach your unique financial goals while taking into consideration your tolerance for risk. We believe it is important to follow what we know and look to history for strategies that have stood the test of time. While we believe that everyone is different, we are investors and not speculators, so believe our investment methodology is better suited to those with longer term horizons.

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Advisory services offered through Blackwood Wealth Management, a Member of Advisory Service Network, LLC. All the content on this site and links to information contained on third-party websites is for information purposes only. Past performance is not indicative of future results. Advisory Services Network, LLC is not responsible for and does not control, adopt, or endorse any content contained on the third-party party website. Material presented is believed to be from reliable sources but we make no representations as to its accuracy or completeness. The content is developed from sources believed to be providing accurate information and is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

© 2020 Blackwood Wealth Management. All rights reserved.

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