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The Chadwick Bay Investments Difference

Your money should work as hard as you do, so it’s important to partner with a financial professional who is focused on YOUR best interest. Each and every day, I will strive to go above and beyond to provide you with an experience that exceeds your expectations. The truth is, you have plenty of options when choosing a financial advisor. At Chadwick Bay Investments, my mission is to be your BEST option. 

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My Values

I can offer you great value as a long-term partner in your financial journey, providing you with specialized, transparent guidance both before and after your retirement. Together, we will develop a comprehensive strategy to apply toward the achievement of your specific goals and aspirations.

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My Process

As your Advisor, I can help you add discipline, knowledge, state-of-the-art technology and objectivity to your decision-making process. It is easy to fall into the habit of choosing based on emotion, and it is vital to have a partner by your side to help you make informed decisions and encourage you to stay on course.

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Financial Planning

I will work closely with you to understand your values and goals for the long-term, as well as your concerns today. Together, we will determine your risk tolerance, timelines, investment experience and current portfolio performance.

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My Commitment

Trust is the cornerstone of any relationship with a financial advisor.  Trust serves as the foundation of a partnership that together develops goals and plans.  This partnership is designed to be long-term addressing current issues and concerns that confront my clients and their families.  I believe that all successful financial goals need solid constructive planning.

A financial plan is designed to create a complete picture which can provide my clients defined and obtainable objectives.

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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