Personalized Portfolios

Personalized Portfolios


We Believe...
• The needs of our clients are our highest priority. 
• Hope is not a strategy.
• Failing to plan, is planning to fail. 
• There is a value to independent,  objective and unbiased advice.  
• It is not how much you earn, but how much you invest that makes the difference. 
• Integrity, Ethics and Trust are the foundation of our practice.  
• Wealth is created over time, with patience, discipline and a plan.
• Your Personal Economy matters more than the Global Economy.  
• There is a value to debt, but only when managed prudently.
• Risks should be clearly defined. 
• Investment costs should be fully disclosed. 
• The true enemies of wealth are taxes, inflation and human emotion. 
• The financial media's goals are not aligned with yours.  
• Short term volatility is the price of admission for long term appreciation.

Allocation Matters


Diversification is one of the few, time-tested strategies to help minimize downside risk over the long term.  A sound investment strategy spreads assets across different classes, styles and regions of the globe. 


Invest With Purpose


When the markets experience volatility, it's natural to feel some apprehension or uncertainty about your portfolio. Don't let short term fluctuations keep you from remaining focused on your long-term financial goals



Any opinions are those of McCormick Wealth Management and not necessarily those of Raymond James. Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected.  


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