Our Wealth Management
We are Robbins Farley, LLC based in Manchester, New Hampshire. As financial advisors we are committed to each client and their important values, goals, and interests.
Your success is our most important benchmark. We believe that the stronger the connection we have to you, the better we can add value as your financial advisors. That’s why we make a commitment to each client and are there to assist you with personalized wealth planning for your lifetime. We are dedicated to consistently providing the following qualities:
Direct Access - The cornerstone of our service model is direct access to your portfolio managers. We believe wealth comes from owning positive cash flow, profitable, growing businesses with strong depth of management. We believe in tax efficient investing—defined as income from long term capital gains and qualified dividends. We use economic forecasting to signal times in which risk in owning stock is increasing and to signal when risk in investment opportunities is decreasing. Our diversification methodology utilizes growth diversification, sector diversification, and market capitalization diversification to help reduce portfolio volatility.
Team Approach - We combine our years of experience and multi-generational perspectives to help you achieve your goals. When requested, we can work with your other professional advisors, or we can recommend a professional (i.e., CPA, attorney, or insurance agent) for your consideration.
Client Education - We are committed to ongoing financial education to help empower you and provide knowledge and insights to help promote positive financial behaviors and outcomes.
Transparency - Through ongoing meetings, ad-hoc conversations, online access and monthly statements, you can always see what investments you own, how they are allocated and their performance. Additionally, our transparent fee structure ensures there are no hidden charges.
No two investors are alike. Each has different circumstances and aspires to different dreams. As financial advisors, we can meet your needs well only when we know you and your unique life situation well. We believe it is important for us to deeply comprehend not only your investments and other assets, but your most important values, goals, relationships and interests.
This level of insight provides several important benefits:
It allows us to construct an investment plan that will help maximize the probability of achieving all that is most important to you and your family.
It sets the foundation for our long-term relationship.
It enables us to work with you in precisely the ways which you prefer.