Welcome To My Website!
My focus as a financial advisor is centered on helping individuals to build, preserve and transfer wealth. I work with you to create and implement wealth management strategies that allow you to grow your assets and have the resources to enjoy the life you are working to have. Additionally, I provide my clients with retirement planning and business succession solutions for those with group practices and partnerships.
I have always believed that risk management is central to the overall portfolio management process. Because markets move so quickly in today’s fast-paced environment, I believe the best way to invest is by utilizing tactical asset allocation. This allocation is a more dynamic, forward-looking form of investing that seeks to expose investors to capital building and to capital preservation opportunities.
Ed Stike has been
recognized by Barron's as one of the
Top 1000 Financial Advisors for 2012, 2013 in the U.S.