Pursuing a better investment experience.
Winterstone Wealth Management LLC is a fee only registered investment advisor offering expertise and guidance to help you focus on actions that add value. This can lead to a better investment experience.
To have a better investment experience, people should focus on the things they can control.
It starts with an advisor creating an investment plan based on market principles, informed by financial science, and tailored to a client’s specific needs and goals. Along the way, an advisor can help clients focus on actions that add investment value, such as managing expenses and portfolio turnover while maintaining broad diversification.
Equally important, an advisor can provide knowledge and encouragement to help investors stay disciplined through various market conditions.
“The important thing about an investment philosophy is that you have one you can stick with.” David Booth
David Booth is Founder and Executive Chairman of Dimensional Fund Advisors