The Value of a BWA Advisor
Investment Management:
- Serve with a fiduciary standard of care in managing your investment accounts.
- Create an investment portfolio tailored to your objectives.
- Monitor your accounts and manage your investment portfolio over time.
- Meet with you to discuss portfolio performance.
Financial Planning:
- By gathering and analyzing your financial information and goals, we will design, present and implement a financial plan for you.
- Continue to review your plan and adapt to any new changes in goals, market conditions, etc.
- Serve as an available resource for all of your financial questions.
Behavior Management:
- Investing can be an emotional roller coaster. As your advisor, we stand by your side to make sure you stand by your financial plan.
- We help Individual investors make sound investment decisions throughout volatile market conditions.
Financial Planning built for you.
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Important Disclosure: This Website is for informational purposes only. It is not a solicitation or offer to sell securities or investment
advisory services. The expressed views and opinions presented on this website are for informational purposes only, are based on
current market conditions, and are subject to change without notice. Information and statistics contained herein have been obtained
from sources believed to be reliable and are accurate to the best of our knowledge, though Bonaventura Wealth Advisors cannot and
does not guarantee the accuracy, validity, timeliness, or completeness of such information and statistics made available to you for any
particular purpose. Material presented should not be considered as legal, tax, or investment advice or a recommendation of any
particular security, strategy, or investment product. No part of this Site or the materials herein may be reproduced in any form, or
referred to in any other publication, without express permission from Bonaventura Wealth Advisors.
Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Souders
Financial Advisors, LLC, a Registered Investment Advisor doing business as Bonaventura Wealth Advisors, LLC. Private Client
Services and Souders Financial Advisors, LLC are unaffiliated entities.
Securities offered through Private Client Services, Member FINRA/SIPC. Advisory products and services offered through Souders Financial Advisors, LLC, a Registered Investment Advisor doing business as Bonaventura Wealth Advisors, LLC. Private Client Services and Souders Financial Advisors, LLC are unaffiliated entities. Relationship Summary
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