In some instances, your Wealth Management Plan may suggest the opportunity to increase both rate of return and tax effectiveness by the use of prudent leveraging.
The Drabble Private Client Group can analyze your situation and help determine whether the use of such strategies would be beneficial, and if so, work with you to formulate and implement appropriate solutions.
Note that services and products may be provided by an Assante Advisor or through affiliated or non-affiliated third parties.
Disclaimer: Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchases declines. You should discuss the material features and risks of any investment strategy, including the use of leveraging, with your Advisor before investing.