Effective Processes & Solutions
Everyone is unique. We take the time to get to know you. We seek to understand your immediate needs and long-term goals.
We analyze your personal and financial information, identify obstacles to your goals to build a plan and portfolio of investments suited to you.
Our experienced team works closely with you to implement your plan and attentively answers any questions you have.
Ongoing communication with you is vital. The markets and your circumstances will inevitably change. We keep a close eye on your assets, communicate with you regularly to assure your strategy still meets your objectives.
Larrabee Wealth Management is a part of Benjamin F. Edwards, a full-service brokerage firm. We are not bound by proprietary products giving us the ability to build your portfolio and meet your needs objectively.
*Benjamin F. Edwards does not offer legal or tax advice, therefore it is also important to consult with your legal or tax professional for additional guidance tailored to your specific situation.
**Exchange Traded Funds and mutual funds are sold by prospectus only. Please consider the investment objectives, risk, charges and expenses carefully before investing. The prospectuses, which contain this and other information, can be obtained from your financial consultant. Read the prospectus carefully before investing.
***Dividends are not guaranteed, and can be increased, decreased or totally eliminated at any point without notice.