William H Braddy III MBA, CFP®

My entire career has involved working with high net worth families. Everything starts with a plan! A wise man once told me, "If you don't have a plan, all you have is a wish". This stuck with me and has been the basis for everyone I have ever worked with. Your plan is your "roadmap" and along your journey things may change and need to be adjusted but you never want to wander aimlessly. Once you have a plan you then have to determine how to meet your goals. Along with considering asset location, the time you have to acheive goals, and the risk you are willing to take it has become even more and more important to think about the fees involved and taxes. As the markets have become more effiicient (Modern Portfolio Theory) with information being more and more easily accessible through the internet, social media, etc... and through a much more stringent regulatory environment investment management has definitely evolved. It is not the gross performance/ return that must be considered. That is not what the client gets to recognize or utilize. It is the NET return! This is what I work to provide the families I serve. ****IMPORTANT**** All opinions, information or articles provided are for informational purposes only. They do not constitute investment advice and do not necessarily represent the opinions of Parkwoods Wealth Partners, LLC,