Broker Check

Do you have a diversified portfolio?

Western Reserve Wealth Advisors works to develop a portfolio that meets your financial goals and needs.

At Western Reserve Wealth Advisors, our goals are your goals. We work with clients to help them pursue their financial goals through investment management planning and guidance. Our team will analyze the various investment options available ranging from the following:

  • Mutual funds
  • ETFs
  • Individual stock
  • Bonds

Western Reserve Wealth Advisors utilize investments in both large and small company stocks and mutual funds. The dedicated team of professionals can also work with international and developing markets as well as various types of bonds such as government, corporate, municipal, or international.

As the market continues to change we make it a priority to meet with our clients on a regular bases to ensure that they are knowledgeable about their investments regardless of the market environment. Our practice always takes taxes into account when managing investment portfolios and how they may have an impact on our client’s investment portfolios. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.