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To provide our clients and their families peace of mind knowing that all of their financial needs are in order.
We believe that our clients’ assets should be there to help create the life they want to live and sustain them through major life changes. Our mission is to design a comprehensive financial plan for each client that balances their goals, risk-tolerance and changing market dynamics focused on capital preservation and growth. We strive to create portfolios that perform for a life event, a lifetime and for future generations.
First, we will get to know you and you will get to know us. We focus on your overall financial life, specific needs and what you want your investment capital to accomplish. Conversely, we want you to ask us the questions that will leave you feeling confident about our firm managing your portfolio.
The primary objective of this stage is to develop an effective investment strategy, custom tailored to your unique goals, objectives, and tolerance for risk. We develop your comprehensive plan that outlines the strategy we recommend to maximize your chance of long-term success. We will walk you through the plan step by step to ensure you understand and are excited about our approach.
Financial markets are not static, and neither are we. We monitor all accounts on a regular basis to ensure they continue to perform in a way that meets your original plans. Should we discover that your circumstances have changed, or that shifting global markets require different investment tactics, we will move quickly to adjust and adapt to the new landscape.
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors360, Advisors360 & Western Financial.
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
The companies listed on the website including Schwab, Interactive Brokers, Envestnet, Asset-Map, Money Guide Pro, Nitrogen, Elements, Capital Advisors360, Quantifiable Edges LLC, and Heritage Capital LLC are separate and unaffiliated firms that are not responsible for each other’s services or policies. The listed firms do not endorse or recommend any advisor, and the use of their logos does not represent the endorsement or recommendation of any advisor. The trademarks above are the property of their respective owners.