Cowdrey Wealth Advisory Group

Personalized service, with your goals in mind

How we serve you

Our team believes in maintaining a service offering that is unique, unmatched and irreplaceable. We take the needed time to create and maintain long-term client relationships by understanding of each client’s wealth strategy and investment tolerance. We are focused on family values, with an emphasis on connecting with all of our clients and their loved ones. When you have helped clients for as long as we have, you develop a system that revolves around listening to clients, staying current on all industry trends and events and loving what we do. Since 1995, we’ve managed investment portfolios with an emphasis on appropriate balance, diversification, goal-based risk tolerance and return objectives.

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Global Insight Monthly

Climbing the wall of worry

Financial markets need the reopening of the Strait of Hormuz. This would permit inflation to subside, keep bond yields in check, head off a renewed central bank tightening cycle, and improve the prospects for corporate earnings.

Read more in Global Insight Monthly

Taking the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation Contact Me.