Our investment philosophy focuses on helping investors understand their financial situation and bridging the gap between now and where they envision themselves in retirement. Where a client chooses to engage with us through an advisory relationship, we play active roles, guiding them through investment strategies that best suit their diverse needs.
Each client has a different temperament and risk tolerance and we are committed to helping individuals and families understand their financial positioning to ensure they are fully informed during market fluctuations.
We are firm believers in the importance of having a plan, and that extends to the way we interact with our clients. We understand that clients should have a customized and comprehensive roadmap to their financial goals, which we provide by utilizing Janney’s numerous financial resources. Just as a bridge connects you to a destination, Pontis Wealth Advisors can aid you on the road toward retirement.
