Our CLEAR Difference

CLEAR Process
CLEAR Purpose
CLEAR Difference

Independent

Wootton Financial Group (WFG) has remained independent and steadfast in our approach and commitment to seeking to provide unbiased advice and portfolio management. We are not swayed by competing corporate goals from a parent company, investment banking departments, proprietary products, or quarterly earnings reports. We are independently family-owned and operated.

Fiduciary

A fiduciary is one who manages the assets of another and stands in a special
relationship of trust, confidence, and legal responsibility. WFG is a Registered Investment Advisor, which means we are required by law to act in our client’s best interests.

Transparent Compensation

We are compensated based on how well we manage your portfolio, not by how often we trade. If your portfolio increases in value, our revenues increase. If your portfolio
decreases in value, our revenues decrease.  As a result, transparency and
accountability seek to be maximized while conflicts of interest seek to be minimized.

Evidence-Based

We take an evidence-based approach, meaning that we weigh which investments are
more likely to succeed based on stress testing, objective criteria, and which investments involve unnecessary risks and costs.

Exceptional Investment Research

WFG has access to leading research. Our REAL risk management approach offers
exclusive tactical portfolios not always available to other Registered Investment Advisors or investment firms as well as portfolio lineups exclusively offered through Sherman Portfolio’s that non-member firms don’t have access to. Our Investment Process utilizing REAL risk management is the foundation of our Tactical Investment Strategies.

Individualized Attention

WFG takes the time to develop an overall view of your unique financial situation, goals and risk tolerances. All clients have customized recommendations tailored to their personal situations. We take the time to get to know you personally, and proactively focus on keeping you confident towards accomplishing all your wealth management goals for the balance of your life.

Active Oversight

WFG is carefully on watch for you–daily reviewing portfolios and market conditions to help keep clients informed. We believe in educating the client. Whether through workshops or various market commentary communications and educational pieces, it’s all for our clients’ benefit. We believe ongoing education is important and we seek to proactively advise you on topics that are relevant to your life and investments to help you gain confidence in your future.

Experience

Our firm has been serving clients for almost 30 years and has many 2 nd and 3 rd
generation clients. Advisors with experience in trading, investing, banking and insurance can give you confidence in the plan designed to meet your retirement goals, regardless of age.

Professionalism

Working under a team approach, Chris Wootton, ChFC® (Owner and Chartered
Financial Consultant) oversees the advisory team to ensure that professionalism is
maintained at both the personal and planning/investment level.
CLEAR Process
CLEAR Purpose
CLEAR Difference

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