Our Investment Philosophy

At Wealth E&P we have a comprehensive philosophy around all things financial. We understand that just like your life, the market is ebbing and flowing. This is why our proprietary process and approach to wealth management uses both strategic and tactical strategies designed so that your plan stays fluid and dynamic.

Strategic allocation could be thought of as sailing. There are times when the most effective approach is to simply set the sails and catch as much wind as possible. Tactical allocation could be thought of as rowing, using oars to generate purposeful power, propelling your boat toward a specific place or goal. Just like life, sometimes the wind is in your favor and sometimes it is not. At Wealth E&P those conditions make no difference. We are experienced and prepared to continue to move in the direction of your goals taking both a strategic and tactical approach to our wealth management process.