Bennett Wealth Strategies

Financial ServicesFinancial AdvisorPasadena, California

Contact

Address
301 North Lake Ave., Suite 800, Pasadena, California, 91101
Phone
(626) 773-4234
Website
bennettwealthstrategies.com
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Business Hours

SundayClosed
Monday09:00am – 05:00pm
Tuesday09:00am – 05:00pm
Wednesday09:00am – 05:00pm
Thursday09:00am – 05:00pm
Friday09:00am – 05:00pm
SaturdayClosed

Description

My approach to investing begins with the belief that wealth can be built over time through ownership of quality companies and real estate in areas of high demand.Once asset allocation and risk parameters are determined, portfolios typically include a core of dividend-paying stocks and fixed income securities, along with ETFs or mutual funds as appropriate to meet allocation needs.