PHILOSOPHY

We believe that real wealth – an income you do not outlive and a significant legacy to your heirs - is achievable for regular people. We believe that achieving real wealth is not driven primarily by investment performance but by investor behavior – making the right decisions at the critical moment.

We believe good investor behavior is primarily a function of making a lifetime financial plan and sticking with it, ignoring the fads and fears of the moment.

We invest with a buy and hold, long term investment strategy formulated based on a comprehensive financial plan. We do not attempt to time the highs and lows of the markets or individual investments.

Get in touch with Tumwater!
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Get in touch with Tumwater!