Developing an investment discipline is essential to long-term success
Saving and investing takes a lifetime. We are interested in long-term relationships with investors beginning at their own starting point. We help them get on track and guide them throughout their lives.
Market timing is a futile exercise. It is next to impossible to correctly time the market by jumping in and out. We buy and hold, make tactical changes only as the world and markets change.
As we state above, time and trust is our greatest value proposition to clients. While many of you may have the ability to manage your own portfolio, your time and interests should be better spent with family, friends; enjoying hobbies and/or traveling.
After developing a plan with and for you, we take over the day to day management of your portfolio so you can enjoy more important things, knowing you have a trusted advisor and experienced investment professional monitoring your portfolio. We keep you up to date so you feel confident your goals and objectives are being met.
We would welcome the opportunity to meet with you and discuss how building a relationship with The Gorton Wealth Management Group can help you set the foundation for financial success and security.