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Takeaways from Saltmarsh Financial Advisors' Investment Education Series


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.


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