ÿþ<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN" "http://www.w3.org/TR/html4/loose.dtd"> <html> <head> <meta http-equiv="Content-Type" content="text/html; charset=iso-8859-1"> <link href="img/p7snap.css" rel="stylesheet" type="text/css"> <title>Edelstein</title> <SCRIPT type="text/javascript" src="img/scripts.js"></SCRIPT> </head> <body onLoad="setpage(); setnav(6); setsub(1);MM_preloadImages('img/edelstein_back_over.gif','img/wmnav_over_about.gif','img/wmnav_over_leadership.gif','img/wmnav_over_services.gif','img/wmnav_over_contact.gif')"> <!--center table--> <table width="100%" border="0" cellpadding="0" cellspacing="0" onMouseOver="P7_Snap('Nav1','p7snapsubs1',0,26)"> <tr><td valign="top" align="center"> <!--top spacer--> <img src="img/s.gif" name="topSpacer" width="725" height="35" id="topSpacer"> <!--page table--> <table width="725" border="0" cellspacing="0" cellpadding="0"> <tr> <td bgcolor="#FFFFFF" width="631" style="padding-left:45px; padding-right:45px; padding-bottom:31px; padding-top:24px;" align="left"> <!--main content table--> <table width="630" border="0" cellspacing="0" cellpadding="0"> <tr><td colspan="2"><!--header / logo table--> <table width="630" border="0" cellpadding="0" cellspacing="0" id="Subnav"> <tr> <td><a href="index.html"><img src="img/wm_logo.gif" width="306" height="68" border="0"></a></td> <td width="200" valign="top" align="right"><a href="../index.php"><img src="img/edelstein_back.gif" name="Image1" width="166" height="28" border="0" usemap="#Sublogo" id="Image1" onMouseOver="MM_swapImage('Image1','','img/edelstein_back_over.gif',1)" onMouseOut="MM_swapImgRestore()"></a></td> </tr> </table> <!--end header / logo table--> </td></tr> <tr> <td width="25"><img src="img/s.gif" width="25" height="16"></td> <td width="605"><img src="img/s.gif" width="605" height="16"></td> </tr> <tr> <td colspan="2" valign="top" align="center"> <!--main nav table--> <table width="630" border="0" cellspacing="0" cellpadding="0"> <tr> <td><a href="wm_philosophy.html"><img src="img/wmnav_over_philosophy.gif" name="Image2" width="161" height="26" border="0" id="Image2" onMouseOver="MM_swapImage('Image2','','img/wmnav_over_philosophy.gif',1)" onMouseOut="MM_swapImgRestore()"></a></td> <td><a href="wm_services.html"><img src="img/wmnav_services.gif" name="Image4" width="158" height="26" border="0" id="Image4" onMouseOver="MM_swapImage('Image4','','img/wmnav_over_services.gif',1)" onMouseOut="MM_swapImgRestore()"></a></td> <td><a href="wm_leadership.html"><img src="img/wmnav_leadership.gif" name="Image3" width="161" height="26" border="0" id="Image3" onMouseOver="MM_swapImage('Image3','','img/wmnav_over_leadership.gif',1)" onMouseOut="MM_swapImgRestore()"></a></td> <td><a href="wm_contact.html"><img src="img/wmnav_contact.gif" name="Image5" width="150" height="26" border="0" id="Image5" onMouseOver="MM_swapImage('Image5','','img/wmnav_over_contact.gif',1)" onMouseOut="MM_swapImgRestore()"></a></td> </tr> </table> <!--end main nav table--> </td> </tr> <tr><td colspan="2" height="15"><img src="img/s.gif" width="15" height="15"></td></tr> <tr> <td><img src="img/s.gif" width="1" height="327"></td> <td valign="top"> <table width="100%" border="0" cellspacing="0" cellpadding="0"> <tr> <td class="txt" style="padding-top:0px; padding-left:0px; padding-right:30px; padding-bottom:24px;" valign="top"><!--content table--> <span class="subhead">Philosophy</span> <p>Our approach to providing financial planning services is to work closely with you to fully understand your total financial picture, develop financial objectives, identify financial planning opportunities, discuss risk exposures, identify solutions and work together to implement a financial plan that is tailored to you. <p> This approach is designed to help us establish long-term relationships with clients who value integrated personal service, regular and consistent communication and education and conservative long-term financial solutions. Our goal is to help our clients preserve and grow their wealth without taking on unnecessary risk. <p> Our recommendations and decisions are informed by a prudent investment philosophy that we believe best serves the interests of our clients. Among the principles we subscribe to are these: <ul><li>Portfolios should be tailored to each client s objectives and tolerance for risk. <li>Asset class diversification is important and should include a mix of equities (large, small and mid-sized stocks), fixed income investments (government and corporate bonds) and cash. <li>Short-term investing is difficult and long-term investing is far more manageable. <li>A strategy that combines passive investments (index funds) and active investments (funds managed by active managers who seek to outperform their benchmarks) is an effective core strategy.</ul> </td> <td valign="top" align="right"><img src="img/side_wm_pic.jpg"></td> </tr> </table> </td> </tr> <tr> <td valign="bottom" class="copyright" colspan="2">DISCLAIMER: Edelstein Wealth Management LLC is a Registered Investment Advisor with the Commonwealth of Massachusetts. This website is for information purposes only and does not constitute a complete description of our services or fees. (A copy of our Form ADV is available upon request.) The information contained in this website is not a solicitation to sell securities or investment advisory services where such an offer would not be legal. Certain information on this site, such as charts, articles or any statement regarding market or other financial information is obtained from sources we believe to be reliable. Finally, past performance is never a guarantee of future performance.</td> </tr> </table> <!--end main content table--> </td> <td bgcolor="#6D8797" width="4" valign="top"><img src="img/shaddow_sqr.gif" width="4" height="4"></td> </tr> <tr> <td bgcolor="#6D8797" background="img/shaddow_sqr.gif" style="background-repeat:no-repeat;"><img src="img/s.gif" width="720" height="4"></td> <td bgcolor="#6D8797"><img src="img/s.gif" width="4" height="4"></td> </tr> <tr><td colspan="2" align="leftt" class="copyright">&copy; 2008, Edelstein Wealth Management LLC. All rights reserved.&nbsp;</td></tr> </table> <!--end page table--> </td></tr></table> <!--end center table--> </body> </html>