Our Process
Our Investment Philosophy
At Stockton Wealth Management, we take pride in practicing what we preach. That's why our Senior Portfolio Manager, John Stockton invests his own money and that of his family's shoulder to shoulder with our client's, using the same investment process and securities.We believe in removing emotional biases from investment decisions. We achieve this by implementing a disciplined, rules-based investment selection process that is supported by thorough research and years of rigorous testing. By aligning these strategies with individual goals, we aim to grow your wealth while reducing unnecessary risks.
We do not believe that a "buy and hold" investment approach is effective. We believe that there are times when you want to participate in the stock market and times when you want to avoid the stock market. Our approach utilizes indicators that measure the risk/reward characteristics of equities vs other asset classes such as cash. This enables us to effectively increase or decrease exposure to stocks depending on the market environment.
Our team manages investments for clients on a discretionary basis and charge a fee for our service that is fair, reasonable and transparent.
Who We Are
Our integrated approach is built on years of experience and a deep knowledge of the challenges that face our clients. Our team is well-positioned to provide clients with tailored, effective wealth management strategies. We work diligently to identify your financial objectives and then implement an investment strategy to help you reach those objectives while staying the course through all market cycles. Helping you make better decisions is at the core of our approach.Throughout our process, we determine the right mix of investments that will help make your vision of success a reality. We remain committed to offering personalized service, with an emphasis on accessibility and open communication.
Where it’s appropriate, and to assist with the development of a truly comprehensive plan, we draw on the expertise of TD Specialists who are experienced in a wide range of areas related to wealth management, including retirement planning, estate planning and trust services, insurance solutions and charitable giving strategies.
What We Do
At Stockton Wealth Management, we believe in taking the time to discover what truly matters to you.We start by engaging in a collaborative discovery conversation. This process allows us to better understand what influences your wealth decisions and what matters most to you. We want to fully understand your financial needs, priorities and goals. Family, business and experience are all considered.
With a deep understanding of your priorities, we will develop a comprehensive wealth plan that leaves no stone unturned. You will work with our team and a core team of TD specialists with expertise in investment advice, estate and trust planning, philanthropy, business succession and tax planning.
Our ongoing commitment will ensure that your wealth plan evolves as your life does. We will provide you with the confidence you need to continue your path towards financial success.
