Our Pillars

We stand behind our values, philosophy and process in an effort to provide you with the best possible experience a partner in wealth could provide.

Our Values

Webb Garner Wealth Partners was founded on a core set of values that serve as the foundation for everything we do. 

  1. Passionate 

  2. Responsiveness

  3. Open Communication

  4. Trust

  5. Education/Experience

  6. Consistency

  7. Teamwork

Our passion fuels our commitment to delivering high quality services. Responsiveness to client needs ensures we’re available to address concerns and provide support. Open communication is essential in building trust. We rely on our education and experience to provide advice and guidance. Consistency is key in maintaining long-term relationships. Lastly, teamwork is crucial in delivering results that meet and exceed our clients’ expectations.

Philosophy

50 years of combined experience has taught us many things. One of those is Wall Street offers a myriad of complicated investment strategies. Webb Garner Wealth Partners strives to make the complicated simple.

  1. Disciplined Strategy

  2. Long-Term Investment Horizon

  3. Compound Earnings

  4. Low Cost 

  5. Tax Efficient

A disciplined strategy is essential in helping clients stay focused on their financial goals and avoiding impulsive decisions. We believe investors’ best ally is a long-term investment horizon. Compound earnings can help clients grow their wealth over time. Low cost and tax-efficient investment options can help clients maximize after-tax returns.

Process

We believe learning about you and developing a personal relationship is vital. Having a well-defined approach to designing a wealth plan is key to future success. 

  1. Discovery

  2. Design Plan

  3. Execute Strategy

  4. Review

  5. Adjust

Our investment process begins with a deep discovery, outlining clients’ goals, risk tolerance, and objectives. We design and execute a customized investment plan aligned with these objectives. We regularly review the plan to optimize returns and adjust as needed to manage risk.