INVESTMENT ADVICE SERVICES

Investment advice involves expertly managing your investments to align with your financial goals and risk tolerance. Our personalized approach ensures that investment strategies are tailored to your needs, providing peace of mind that you’re striving for long-term financial success.

Our firm operates with a core belief in capital preservation and adopting a long-term investment strategy. We prioritize controlling the downside of investments, recognizing that managing risk optimizes the potential for long-term growth.

Through our commitment to transparency, risk management, and diversification, we strive to provide clients with a solid foundation for achieving their financial goals.

What We Offer

How Investment Advice Can Help You

Capital Preservation

We focus on safeguarding our clients' investments using a long-term investment plan to protect their money. By managing risks well and controlling potential losses, we aim to increase long-term growth while lessening the impact of market changes.

Transparency

Transparency is critical for us. We believe clients should know all the fees and costs for financial advice and encourage them to ask about these details so that they can fully understand their investment portfolios.

Diversification

Diversifying investments is important to reduce risks and make more money in the long run. By having different types of assets in different industries and places, you create a good base to achieve your money goals while lowering risks.

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Contact Us to Learn More About Investment Advice

Schedule a free consultation today to explore your financial investment options.

What Our Clients Are Saying

  • "Stephen Roos and his Team have been our trusted financial partners since 2007. More recently we have been in the most capable hands of Ashley Cyr. She is extremely professional, knowledgeable and provides us with well thought out recommendations and helpful guidance. But no team is complete without outstanding support - thank you Erika! We would not hesitate for a moment to recommend this team."

    -Marilyn

  • “Working with the entire Stephen Roos Team has always been an absolute pleasure. I have been a client for several years, and the service has been consistently superior. I deal primarily with Ashley Cyr, and she truly excels at what she does. The financial knowledge and guidance is also always delivered in the most professional and friendly way possible. Would certainly recommend this entire team.”

    -C.K.