At Loomis Wealth Management our mission is to provide customized investment strategies that remove the pressure from our clients as we continuously earn their trust and respect through excellent personal service.
As independent brokers, we work for you. Our fee-based services depend on the success of your portfolio, not how many trades you make. This means our bottom line is linked directly to yours – for us to succeed, you must succeed.
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What is your risk number?
Capture your risk tolerance and see if your portfolio fits you.
William Curtis Loomis, III CFP
William Curtis Loomis, IV
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