Any financial plan should be backed by a sound investment strategy.
At the end of the day, money itself is not the goal, but rather the means in which those goals may be realized.
Nobody can know where the markets will be from day to day. Having a solid focus, we attempt to build portfolios that provide moderate returns while minimizing risks.
McCann Wealth Strategies is a Registered Investment Adviser firm that can use a wide variety of investment options as needed for our clients. Most assets are held in fee-based accounts where we may utilize investment vehicles such as stocks, bonds, mutual funds, Exchange Traded Funds, Master Limited Partnerships and Real Estate Investment Trusts. We may also utilize fixed annuities, Life Insurance, and other products when appropriate.
Our Advisers are Investment Adviser Representatives and, as such, held to a fiduciary standard. This means that we will always put a clients interest ahead of our own.
