Santa Fe Wealth Advisors is focused on providing high-integrity investment management and complete customer satisfaction – we will do everything possible to meet your needs and your expectations.
In my personal Portfolio Investment Management, I use several Technical Analysis tools (such as Point&Figure charts, Japanese candlesticks, Fibonacci studies, Relative Strength matrices, etc) to evaluate risk and identify opportunity in the marketplace daily.
Some tools give me immediate looks at what’s happening and other tools give me intermediate- and long-term views. All of them help me see what investor behavior says about markets & securities & the global economies. From these facts, I can analyze and identify out-performing securities, suitable portfolio construction, and entry and exit strategies. No guessing, no predicting, just responding to the facts by protecting capital or growing it.
How It Works
Our company is based on the belief that our customers’ needs are our primary concern.
Our team is committed to meeting those needs. As a result, a very high percentage of our business is from long-term loyal customers and their referrals. We welcome the opportunity to earn your trust and deliver you the best service in the industry, superior performance, and a comfortable journey to your financial objectives.
With a variety of offerings to choose from, we specialize in fee-based solutions. We’re sure you’ll be happy working with us. Look around our website and if you have any comments or questions, please feel free to contact us.
Securities are offered through IFS Securities, Member FINRA/MSRB/SIPC , 3414 Peachtree Road NE, Suite 1020, Atlanta, GA 30326, Phone: 404-382-5223. Santa Fe Wealth Advisors and IFS Securities, Inc. are not affiliated companies. Santa Fe Wealth Advisors and IFS Securities does not provide tax advice. Any discussion of taxes herein is for informational purposes. You should consult with an attorney or accountant concerning tax advice. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing. Check the background of Paul A. Maher, CRPC ® on FINRA’s BrokerCheck .”
This communication is strictly intended for individuals residing in the state(s) of: CA, CO, FL, HI, MA, MT, NJ, NM, NV, OR, TN, TX, UT, WY. No offers may be made or accepted from any resident outside the specific states referenced.