The Westphal Group’s mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.
Our approach to investing is designed to provide solutions and strategies specifically tailored to your goals and ongoing advice and due diligence to help simplify your financial life:
How We Serve: Wealth Management Process
With many prominent events and issues, like the presidential election, coming in 2016, Baird’s Chief Investment Strategist Bruce Bittles sat down for a short interview to discuss what we might expect. The video below touches on a few topics that may impact the market in 2016, including:
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