Call Us Call Us

Wealth Accumulation

You may be able to use time to your advantage when investing for wealth accumulation.

The longer you invest, the more potential your money has to compound interest. If your portfolio has not fully recovered from losses in recent years, you may wish to consider a more aggressive allocation to make up for lost ground and get back on track to accumulating wealth.

However, with fluctuations in the stock market, it is important to remember that more conservative retirement strategies typically have only a portion of the assets invested in the stock market. True diversification means investing in different asset classes that are not highly correlated or connected. We build portfolios for our clients that attempt to generate returns in both up and down markets. This is achieved through using a rules-based investment philosophy while allocating portfolios across different asset classes.

Have questions? Ask how our “bucket approach” can help minimize equity risk and increase diversification in your portfolio.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.


Please do not put off future planning

We want to help. Please contact us by filling out the form below, or by calling us at 404.890.5606.

Name:
Phone Number:
Email:

Securities offered through TCM Securities Inc., 2230 Towne Lake Parkway, Building 800, Suite 300, Woodstock, GA 30189. 404.889.8733. Members FINRA/SIPC. Investment advisory services offered through BluePath Capital Management, LLC and Triumph Wealth Advisors. You can check us out on FINRA BrokerCheck here.