4/24/2019
Saltmarsh Financial Advisors recently hosted a series of investment-focused events in Pensacola and Tampa to educate clients on the value of following an investment approach based on discipline and risk tolerance.
Among our guests, was a friend of the firm and public relations professional, Andrew Bowen, APR who summarized his thoughts on Lupescu’s guidance and the four elements for investment success: purpose, balance, efficiency, and discipline.
Read Bowen’s full article and key takeaways from the event here.
DESTIN/FORT WALTON BEACH
(850) 243-6713
ORLANDO
(407) 203-8990
NASHVILLE
(615) 661-0885
PENSACOLA
(850) 435-8300
TAMPA
(813) 287-1111
info@saltmarshcpa.com
(800) 477-7458