My clients are my passion!

When it comes to creating and preserving wealth, as well as boosting income, today's investors aren't just looking for investment vehicles and services; they are looking for a personal understanding of their financial needs and goals. I focuses on formulating a personalized strategy appropriate to your needs. I believe in a disciplined, long-term approach to building and preserving wealth.

I work hard to understand each individual client's objectives, risk tolerance and comfort level with various types of investments.

I educate clients about the value of building a high-quality portfolio, using a number of strategies, as appropriate, including stocks, bonds, mutual funds, annuities, unit investment trusts, FDIC insured certificates of deposit, and other complementary instruments.

As a Certified Financial Planner® (CFP), I have completed a rigorous program covering professional conduct and regulations, financial planning principles, education planning, risk management, insurance, investments, retirement planning, and estate planning, to name a few. I am disciplined in gathering information, applying analysis, implementation, and monitoring recommendations to maximize your portfolio over the long term.

I invite you to call or email me today to find out how I can help you work toward your financial objectives. By phone: (800) 285-7116; by email: WDebruyn@rwbaird.com.