?? On this Thanksgiving Day, we reflect on the many things we are thankful for. At Waddell & Associates, we are especially grateful for the meaningful relationships we've built with our clients, who share with us not only their financial goals but also their dreams and legacies. This season reminds us of the true wealth found in relationships, health, and time spent with loved ones. As we continue to help you navigate your financial journey, may you enjoy the richness of life's greatest gifts—far beyond what appears in any portfolio. From all of us at Waddell & Associates, Happy Thanksgiving. ?? #Thanksgiving #WealthManagement #Gratitude
Waddell & Associates
投资管理
Memphis，TN 626 位关注者
Wealth strategies firm striving to grow and protect your wealth.
关于我们
An investment program without “core principals” runs like a ship without a rudder. Seas may occasionally be calm, but a rudderless craft will drift into treacherous waters. For over 30 years Waddell & Associates has navigated clients toward achieving their financial goals by staying true to the following compass: We own what our clients own. We prioritize liquidity. We seek transparency. We value simplicity. We balance asset management with risk management. These parameters allow us access to a wide range of investment opportunities but restrain us from drifting outside the channel. Our global macro-economic, geo-political and macro-market sensibilities inform our investment decision-making process. We believe that worldwide information networks have blurred geographic boundaries. Money moves today with a click of the mouse. Our intent is to anticipate those movements and position the portfolio to benefit from them. Our investment selections are based on making the best decisions for you, not the most profitable decisions for us. The investment advisors at W&A are bound by fiduciary duty to act in your best interests. We pride ourselves on our craftsmanship and attention to detail. We offer our expertise to clients without restriction. Our extensive intellectual capital is at your disposal. With so many moving parts, having a trusted advisor is essential. We know how much effort our clients expend amassing assets. Our mission is to honor that effort through applying our own. We commit to staying on the forefront of investment thought and personal financial strategies. We commit to being available to you whatever the need. We commit to treating your situation with integrity and compassion.
- 网站
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https://www.wealthstrategists.com
Waddell & Associates的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Memphis，TN
- 类型
- 私人持股
- 创立
- 1985
地点
Waddell & Associates员工
动态
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We are filled with gratitude and imagine you are too. Today, we hope that you are surrounded by loved ones and remember that we have so much more to be thankful for than dollars and cents. From our family to yours, Happy Thanksgiving. #wealthstrategists #financialplanner #thanksgiving #happythanksgiving
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Running a business involves careful financial planning, and W&A offers bespoke wealth strategies that address both personal and business needs. Our solutions are designed to help business owners work toward their financial goals while supporting the protection of their business and legacy. Learn more about how we assist business owners: https://lnkd.in/eSBnNuqp #BusinessWealth #EntrepreneurPlanning #LegacyProtection
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John Madden brought NFL action and Thanksgiving tradition into our homes, creating moments of gratitude and joy with his famous turkey leg awards. This year, we’re keeping that spirit alive with the inaugural Waddell & Associates Thanksgiving Turkey Leg Award—going to the U.S. Economy! Find out why: https://lnkd.in/evfJT9Jn Wishing you a Thanksgiving week full of love, laughter, and joy! #MarketUpdate #investingstrategy #financialgoals #financialplanner #thanksgiving #happythanksgiving
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Whether you're beginning your wealth-building journey or preparing for retirement, W&A provides a range of investment services designed to align with your financial goals. With market insights and a hands-on approach, we work to support your long-term financial plans. Discover how our investment strategies may benefit you: https://lnkd.in/ejZuGt3G #InvestmentPlanning #FinancialGrowth #PlanningAhead
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????Thanksgiving traditions and NFL memories collide as we honor the legacy of John Madden by presenting our own festive turkey leg award to none other than... the US economy! Read the full story on our blog, written by Matt Gentzkow, CIMA? #Thanksgiving2024 #JohnMaddenTradition #EconomicInsights #USEconomy #GratitudeAndGrowth
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Want to know a secret? Life insurance is for the living! When selecting your life insurance policy, it’s important to ensure you choose one that will protect your family in the long term. Hear our thoughts on life insurance in this month’s edition of Wise Wealth, featuring our Partner and Senior Wealth Strategist, Sean Gould. #wealthstratey #finance101 #lifeinsurance #financialliteracy
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At W&A, we focus on developing financial strategies that aim to preserve your assets and support your long-term financial goals. Wealth management is about more than today—it's about preparing for tomorrow. Let us be your partner in planning for what matters most. Learn more about our Wealth Planning services: https://lnkd.in/e7_vkpmW #WealthProtection #FinancialSecurity #PlanningAhead
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Donald Trump’s latest moves may feel like uncharted territory, but history offers examples of similar economic agendas to analyze. For investors navigating Trump 2.0, the past holds valuable lessons for the future. Get the full story and more clues here: https://lnkd.in/eC-xmACV #MarketUpdate #investingstrategy #financialgoals #financialplanner
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Are you using your employee benefits to their full potential? HSAs and FSAs can play a key role in maximizing your salary and reducing your potential tax liability. If you need to learn the basics of how they factor into your wealth strategy, check out this month’s edition of 30-Second Financial Advice. #investmentstrategy #wealthstrategists #financialplanning #financialplanner #HSA #FSA #employeebenefits