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Investment Planning

Counsel Wealth Management believes in a disciplined approach to buying and selling securities. We utilize a multitude of third party research that we review every Tuesday and Thursday morning. This allows us to remove much of the market noise, and it lets us keep the emotional element out of our investment models.

We have a variety of strategies and models that can be tailored to each client’s individual needs and expectations. An overview of the Counsel Wealth Management models and planning disciplines are available in the Generational Planning and Investment sections of our website.

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Questions/Info Request? Call us at (651) 639-8707 or complete the “Have a Question" form.