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Delicate Fabric

Asset Allocation Strategies

Diversify and optimize your investments.

Asset allocation is a crucial part of a well-rounded investment portfolio. It involves spreading your investments across different types of assets to manage risk and pursue your financial objectives.

 

Our data-driven, asset allocation approach will:

Analyze various asset classes

Consider historical performance, risk factors, and market trends

Seek to optimize returns, as much as possible, while managing risk 

Our strategy is designed to provide you with a disciplined framework for your evolving needs.

 

Guinan Wealth Management​

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61 E. Main St., Suite 3, Norton, MA 02766 | P.O. Box 2122, E. Falmouth, MA 02536​

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Investment advice offered through Integrated Partners, a registered investment advisor, doing business as Guinan Wealth Management, and along with investment advisor representative, Matt Donovan.

 

Cherly Guinan, KJ Guinan, Guinan & Associates CPA and its individual partners are solicitors to Integrated Partners, compensated for solicitor services, but are otherwise unaffiliated with Integrated Partners. Cherly Guinan, KJ Guinan, Guinan & Associates CPA , and its individual partners are separate entities from Integrated Partners. Cherly Guinan, KJ Guinan, Guinan & Associates CPA and its individual partners do not provide investment advice and are not registered as an investment advisor.

 

Click here for copies of the firm’s ADV, CRS, and solicitor disclosure statement.

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