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Investment Process Overview

At Frehner Wealth Management, we believe the Investment Process starts with your unique investment objective. We don’t spend energy attempting to time the market or identify what “the crowd” is doing. We think it’s more prudent to spend our time researching and targeting investments that are suitable to your objectives. We combine your goals with our experience to create a strategic investment plan that most appropriately addresses your financial objectives.

We invite you to click on each step in the process to learn how we can work together to structure a comprehensive investment plan just for you.

Identify Your Goals and Create an Investment Strategy

Research Investments That Directly Contribute to Objectives