We are optimistic about the future – maintaining a strategic mindset, yet tactical when circumstances warrant.
We believe successful, long-term investing requires the discipline and self-control to:
-Not chase past performance
-Not try to time the market
-Not be influenced by market “noise”
-Not make rash decisions unduly influenced by emotions
Our Investment Process:
We help a select group of clients (Businesses, Non-Profits, and Families) build, manage, and protect their wealth by –
- Developing investment plans that serve their unique and evolving needs and ability to assume risks.
- Diversifying portfolios of investments selected through evidence-based research and stringent due diligence.
- Utilizing cost-effective and tax-efficient investment solutions and strategies.
- Monitoring and evaluating the performance of their plans and suggesting adjustments as necessary based upon material changes in market conditions and material changes in the lives of our clients and their families.
Lenny J. Lippert
Financial Advisor
Tel 480-617-0901 l Cell: 913-444-6607
Lenny.lippert@wellsfargo.com
Michael E. Blunt
Financial Advisor
Senior Vice President – Investments
Office: 913-663-6054 Cell: 913-562-9042
Michael.blunt1@wellsfargo.com
The Blunt-Lippert Financial Strategies Group
of Wells Fargo Advisors
7500 College Blvd. Ste 250 l Overland Park, KS 66210
