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What We Do
We provide a broad array of financial services to clients. Most of our clients can be classified as conservative investors looking for stability in their investments. However, we recognize that every investor has their own specific needs and customize our recommendations to every individual. The level of service provided is commensurate with each individual’s personal needs
Our Mission
To provide quality, client-focused investment advice in keeping with our philosophy of preservation of capital and customized asset allocation.
Portfolio Review
Portfolio review is designed to give investors a gauge of where they stand with respect to their stated investment objectives and portfolio risk and return. History has shown that proper Asset Allocation can be a significant element of overall investment performance. As part of the service we will provide you with accurate and up-to-date reporting on your total investment portfolio.
This information is then regularly reviewed with you to ensure your investments and the strategy behind them, remains on-track to reach and achieve your goals.
Estate Planning
Estate planning is very complex and it is important to evaluate your current estate plan in light of the schedule changes in estate tax laws.
Be sure to work with your financial advisor, tax professional and an attorney who specializes in the area of estate taxes and trust when evaluating your own personal situation. Don’t delay in setting a new estate plan into motion.
The Estate Planning is a simple and easy way to ensure that YOU, not the courts or IRS, control the distribution of your assets.
Retirement
These days, you need a solid strategy when seeking to achieve your retirement dreams. With more investment options than ever, it can be a challenge to plan a successful retirement strategy. That's where we can help. Retirement could be 20 years away, or just around the corner. Perhaps you are already retired.
Whatever your situation - we can help you with the retirement planning solutions you need.
Just give us a call or stop by the office.
No investment strategy can eliminate the risk of fluctuating prices and uncertain returns.
Kay Dunham
Financial Advisor
First WallStreet Financial Advisors
CA Insurance Lic: #0B66258
Lou DiMarco
Financial Advisor
CA Insurance Lic. #OD11597
Betsy Dart
Certified Financial Planner
Our Experience
We have a combined experience of 74 years in the financial services industry holding a variety of registration and licenses.
Community Service
The investment professionals at First WallStreet Financial Advisors are committed to serving our community by contributing their time in various Charities and Non-Profit Organizations.
More Information
For personal consultation
Please call: 1-866-876-1777
or local: 775-826-1777
