What is WM Wealth Planning's investment philosophy?

While the assets that are held in portfolios will change from client to client based on their individual goals, our investment philosophy is a. you are properly allocated and b. have assets in their proper accounts.

It is important to grow your investments but it is just as important to keep as much of the growth as possible. That's why we focus on investing your assets with both the short-term and long-term tax implications in mind.