Maximize Your Portfolio's Performance

with Optimization

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Do you ever wonder why some investors' portfolios may perform better than yours in prolonged up-markets, as well as lose less in ugly down-markets?

Well, It is no accident, as a lot of preparation has gone into the design of their portfolios well in advance of One Dollar ever being invested.

Sign-up for a webinar to learn what it takes to build a winning portfolio and better understand why our Optimization Strategies may be the key ingredient you have been missing in your retirement portfolios for both growth and increased income.

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PORTFOLIO OPTIMIZATION

 

 

Has your portfolio been  Optimized  with the objective of performing better than average in both up-markets as well as down-markets?

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Hi, I'm Gary Lavallee, President

of Harbourside Wealth Management.

 

Our objective is to help clients optimize their portfolios to achieve the highest amount of monthly lifetime retirement income they could possibly receive with the assets they have.

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Harbourside Wealth Management

96 Shaker Road

East Longmeadow, MA

Call us at 413-224-2488

Gary W. Lavallee, ChFC is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC. Located at 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308 (954) 782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Harboursldewealth Management and Wealth 2K are not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Gary Lavallee is registered In MA, CT, FL, TN, AZ., VT, VA and MD.