As an investment team, David Love and Ashton Love are committed to offering clients the highest level of professionalism and personal service. With over 40 years of combined industry experience, David and Ashton work together to offer personalized financial planning and investment advice.
Once your financial goals and objectives, risk tolerance and time horizon are determined, they will choose the proper asset allocation and diversification for your portfolio. They then select the most appropriate investments, which may include stocks, bonds, mutual funds and professional money managers. At the core of their approach is a comprehensive investment research and selection process for individual securities. When designing custom investment portfolios, David and Ashton use an extensive network of industry experts who provide fundamental and technical research. Ongoing changes in the market as well as life changes make portfolio monitoring and rebalancing a hallmark of their service model.
David, Ashton and the Love Wealth Management Group team are devoted to building lasting relationships, understanding your goals and formulating a plan to help you reach those goals.
David is registered with the Financial Industry Regulatory Authority (FINRA) to offer securities services to clients who reside in California, Florida, Hawaii, Maryland, Massachusetts, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia.
Ashton Love is registered with the Financial Industry Regulatory Authority (FINRA) to offer services to clients who reside in Arizona, California, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Maryland, Massachusetts, Michigan, Missouri, Mississippi, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington.