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We Create Custom Diversified Portfolios Tailored to Meet Your Goals

 

Today your financial situation may be more complex than ever. There are more investment options today than ever before. With a plethora of information and strong media attention on fees vs. performance, like many successful individuals, you have sought an experienced team to help you meet the challenges of growing and preserving your wealth. We blend our investment strategy with your tolerance for risk, and optimize the balance of risk vs. reward. We actively manage our portfolios using a variety of strategies and rebalancing tactics to help your money work for you and realize your financial goals.  The investment advisors at Webb Financial Group will work with you to invest your wealth in accordance with your goals and objectives.


Investment Process

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  • Step 1: Understanding your goals and risk profile. 
    You and your advisor should discuss your financial objectives, investment experience, and opinion on financial markets.
     

  • Step 2: Developing an asset allocation plan.
    Together you can develop a plan that captures your financial goals, risk tolerance, and overall investment strategy while being sensitive to restrictions you may have established.
     

  • Step 3: Choosing investment vehicles.
    Your advisor will then select investment vehicles that are consistent with your financial plan. Some examples may be mutual funds, separate accounts, or individual securities.
     

  • Step 4: Monitoring and reporting.
    A key role of your investment advisor is to monitor your managed accounts and suggest any changes that might be necessary in your asset allocation (or other aspects of your financial plan).

Reality: Of the investors that try to manage thier own accounts following 'hot tips', many tend to take on more risk than necessary, and underperform.

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How has your strategy worked for you? Are you taking on too much risk?

2025 by WEBB FINANCIAL GROUP. Proudly Created at WIX.com

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DISCLAIMER

Webb Financial Group (WFG) is a registered investment adviser firm offering advisory services in the State of Minnesota and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by WFG in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.


All written content on this site is for information purposes only. Opinions expressed herein are solely those of WFG, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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WFG is licensed to sell insurance in the State of Minnesota and may be licensed in others.

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