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Your values:

Our financial advice is tailored to you: your ambitions, your priorities, and your family. Essentially, the things that matter most to you. 

Our vision:

Once we understand you and your priorities, we work together with you to develop a plan that's designed just for you.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are, and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Available Now - Waddell & Reed Wealth Management Site!  

We are excited to announce the launch of the new Waddell & Reed Wealth Management Site.  Learn more about the exciting new features and benefits we have available for our clients

We will use this new software to do interactive financial planning with clients.  Also included is a personal financial website for our clients with lots of exciting new features.  The security of your data is very important to us.  See the video below for more details.