Wynn-Lindenauer Group
As a mother-son team in the financial services industry, we believe we are a rarity. As a team who genuinely understands and appreciates the dynamics of money in the family environment, we believe we are exceptional. At the core of our team is a family bond, along with one of respect and joy in each other's lives. This bond drives us to be better individuals, better family members, and better advisors.
EXPERIENCE. COMPETENCE. DEDICATION.
Our work begins with your vision of the future: where you see yourself and your family in the years to come. Using a sophisticated, collaborative approach backed by ongoing continuing education, we help you clarify your vision, prioritize your financial objectives, and organize a strategy you can use to pursue them as we guide you along the way.
Our collaboration and attention to detail extend beyond our relationship with you. With your permission, we coordinate our efforts with those of your other professional advisors, to structure a united team designed to keep you moving forward, and help you address factors that may increase risk.
Products, individual stocks, and investments come and go. A solid investment philosophy, however, is the foundation for each strategy we recommend. Our philosophy has been honed through decades of experience, in both good markets and bad, and can be distinguished by six key tenets:
CALCULATE RISK
Instead of simply asking how much risk you can tolerate, we believe in evaluating risk in the context of your specific personal wealth management strategy. This helps us to determine the minimum level necessary to help you pursue your vision.
DIVERSIFY
Genuine diversification is more than mixing various assets in a pie chart -- it is diversifying among the many types of risk. Beyond just the potential loss of principal, risk may be due to currency exchange, liquidity restraints, changing interest rates, credit worthiness, and more. It's critical to analyze each type of risk -- and allocate assets accordingly.
CONSIDER PURPOSE
Not all assets serve the same purpose; they should be managed according to the appropriate objective.
BE AGNOSTIC
We firmly believe that investment choices you make should be product and firm agnostic, and that strategies should be built on freedom of choice -- from within Merrill and beyond.
THINK GLOBALLY
The world is getting smaller every day, which means more potential opportunities exist outside the United States than ever before.
BE DEDICATED
Investing is a marathon, not a sprint. Ongoing due diligence and education require a discipline that has no maturity date.
Please join us for our next session of the Monthly Market Thoughts call on Thursday, September 19th at 4:00 PM eastern. This edition will once again be a 15 to 20 minute conversation taking place over our conference line, with the continued goal of making that time well spent with digestible and current content.
CFP®, CPFA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
