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Helping Clients Make Wise Decisions

At Demery Wealth Advisors, we take the complexity out of investment management by educating you on strategies that fit with your plan. By offering education and guidance, I strive to help my clients make wise decisions to help them improve their financial situation.

As an independent advisor, I don't have any conflicts of interest or proprietary products. I am dedicated to providing unbiased and objective advice and strategies that are in your best interest. 

My goal is to help ensure that your money is invested where it has the best chance to perform at a risk level within your comfort zone. I seek to minimize risk and maximize returns by utilizing effective asset allocation strategies to help safeguard your wealth. 

Asset allocation at a glance