Doylestown Wealth Management - LPL

165 West Ashland Street Doylestown, PA 18901
P: (267) 864 - 2000 | F: (267) 864 - 2010

Individual Investors

What do you expect from your investment advisor?

If you are not pleased with the quality and frequency of communication from your present advisor, perhaps a DWM consultant may offer an alternative.

Many investors recognize it is difficult to accurately predict the direction of the investment markets on a consistent basis. While we strive to identify market trends, strong sectors and leading stocks, there are times when investments do not perform as we projected. When this occurs, perhaps it is the action we intend to take that separates us from other financial advisors.

If an investment is not performing as intended, sometimes the best course of action is to exit the position and discuss a revised strategy. This simple procedure may be what is or was lacking from your former advisor. “Communication with the client and a decisive action plan based on your investment goals and risk tolerance” … this simple procedure may be what you are seeking.