For many of us, our mothers are our first teachers. They teach us about life, kindness, and even give us our first financial lessons. To honor and celebrate mothers around the world, we asked our team what lessons they've learned from their moms and how they've impacted their lives. Flip through to see the lessons they've learned. Happy Mother's Day to all the mothers out there! #mothersday #thanksmom #momadvice
Waddell & Associates
Investment Management
Memphis, TN 563 followers
Wealth strategies firm striving to grow and protect your wealth.
About us
An investment program without “core principals” runs like a ship without a rudder. Seas may occasionally be calm, but a rudderless craft will drift into treacherous waters. For over 30 years Waddell & Associates has navigated clients toward achieving their financial goals by staying true to the following compass: We own what our clients own. We prioritize liquidity. We seek transparency. We value simplicity. We balance asset management with risk management. These parameters allow us access to a wide range of investment opportunities but restrain us from drifting outside the channel. Our global macro-economic, geo-political and macro-market sensibilities inform our investment decision-making process. We believe that worldwide information networks have blurred geographic boundaries. Money moves today with a click of the mouse. Our intent is to anticipate those movements and position the portfolio to benefit from them. Our investment selections are based on making the best decisions for you, not the most profitable decisions for us. The investment advisors at W&A are bound by fiduciary duty to act in your best interests. We pride ourselves on our craftsmanship and attention to detail. We offer our expertise to clients without restriction. Our extensive intellectual capital is at your disposal. With so many moving parts, having a trusted advisor is essential. We know how much effort our clients expend amassing assets. Our mission is to honor that effort through applying our own. We commit to staying on the forefront of investment thought and personal financial strategies. We commit to being available to you whatever the need. We commit to treating your situation with integrity and compassion.
- Website
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http://www.wealthstrategists.com
External link for Waddell & Associates
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Memphis, TN
- Type
- Privately Held
- Founded
- 1985
Locations
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Primary
Get directions
5188 Wheelis Dr.
Memphis, TN 38117, US
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Get directions
3 Maryland Farms
Suite #190
Brentwood, Tennessee 37027, US
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Get directions
Aspen, CO, US
Employees at Waddell & Associates
Updates
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At W&A, we offer bespoke wealth strategies for business owners, focusing on sustainable growth, risk management, and succession planning. Our expertise offers a bridge to financial security and prosperity for you and your business. Navigate business ownership confidently with W&A. Connect with us for strategies that work for you. https://lnkd.in/eqzJN6Xz #WealthManagement #WaddellAndAssociates #WealthStrategyForOwners
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Who needs textbooks when the US economy's writing its own story? Wages and prices keep dropping, yet unemployment stays below 4%. With the Fed eyeing rate cuts, markets are poised for new highs. History would say it's time to sell, we say don't do it in May. Get the full story in this week's post 'Don't Sell in May!' by clicking here: https://bit.ly/3UwBwzz #MarketUpdate #investingstrategy #financialgoals #financetips
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Navigate the complexities of 2024's financial landscape with our CEO & Chief Investment Strategist, David Waddell. From asset class dynamics to the impact of AI and the presidential election on markets, gain clarity on pivotal economic factors. Ready for strategic investment insights? Find answers to your pressing financial questions and more. Explore now at https://lnkd.in/gucB8nsn. #FinancialForecast2024 #MarketInsights #WhyTheyGottaBeSoMean
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At W&A, wealth planning goes beyond just numbers. We integrate your life's goals and dreams into a comprehensive strategy, ensuring every financial decision enriches your life. Discover our personalized approach to wealth management today by visiting our website at https://lnkd.in/eqzJN6Xz #WealthPlanning #LifeGoals #WealthAdvisors
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Are you looking to make meaningful contributions in a supportive, dynamic environment? W&A prioritizes integrity, excellence, and lasting relationships, both with our clients and among our team. Dive into a culture that celebrates success and fosters professional growth. Discover your next career milestone with us at https://lnkd.in/eKdxpHTK #WealthManagement #FinancialPlanning #WaddellAndAssociates #CareerOpportunities
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May is Mental Health Month! While we're not licensed mental health professionals, we understand that finances can directly impact your mental well-being. That's why we don't just focus on generating wealth. We listen to your concerns and develop plans that alleviate stress, enabling you to live your best life. Why? Because our 'why' is you. Once you've learned about the connection between mental health and money from this video, visit our website to explore all the ways we can serve you: https://bit.ly/3xYQ2sy #mentalhealth #mentalhealthtips #finance101
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What's the latest update on the market? Q1 GDP growth disappointed, earnings pleasantly surprised, inflation concerns spiked, and geopolitical tensions rose. Despite the chaos, a closer look shows a healthier market with more return opportunities than headlines suggest. This pullback is about reassessment, not panic. If you're looking for a full explainer, read this week's post 'Redistricting Returns' here: https://lnkd.in/gHqQKQtG #marketupdate #investingstrategy #investing101 #financialgoals
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Join the W&A family, where every client's journey is met with bespoke strategies and genuine care. Our commitment to transparency and education ensures you're empowered at every step. Discover the W&A difference today. https://lnkd.in/eqzJN6Xz #WealthManagement #FinancialPlanning #WaddellAndAssociates #CareerOpportunities
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Is a traditional savings account the best way to build your child's education fund? It depends on your goals. If you're seeking rapid growth, there may be options that better suit you. Find out how to make your savings work for you by watching this episode of Wise Wealth. #payingforcollege #finance101 #studentloans