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Company

BDL Wealth Management  is an independent financial service organization providing advice for families, individuals and corporations for more than 35 years.

We are dedicated to providing comprehensive financial and estate planning services to our clients. We will not recommend any course of action or any type of financial product until we are fully aware of your goals and objectives - and then only when we are convinced that the recommended action or product is suitable as a long-term strategy. Our investment philosophy is based on our belief that the most important investment decision an investor can make is not which investment to buy - but rather, how assets should be allocated based upon the investor’s attitudes, objectives, circumstances and risk tolerance.

Here is what you can expect from us.

  • Working with our Team of Professional Wealth Managers with more than 80 years of Combined Experience
  • Listening to the needs of our clients in order to build long term relationships
  • Tailoring individual investment strategies based on each unique circumstance
  • Offering objective, independent, financial advice
  • Delivering Top-Level Personalized Service

Asset allocation and diversification do not ensure a profit or protect against loss.  Financial planning, money management and other advisory services are offered through LPL Financial.