Investment Philosophy

Overview

The Facet Wealth Investment Philosophy is the foundation for every recommendation our CFP® professionals make. It’s both smart and simple and is based on harnessing long-term market trends and maintaining a disciplined approach to reaching your financial goals. As philosophies go, it’s short on flash but long on substance, and we regularly tweak and polish it to make sure we’re working in the best interests of our clients.

Facet Wealth co-founder and chief evangelist Brent Weiss, CFP®, ChFC® sat down with Chief Financial Officer Lisa Rapuano, CFA and took an in depth look at the Facet Wealth Investment Philosophy and how it can help you achieve financial wellness.

Originally aired: August 7, 2020
Hosted by: Brent Weiss, CFP®, ChFC® and Lisa Rapuano, CFO.

Looking to learn more about Facet’s investment philosophy? Head over to the blog!