Book a Free Fit Call | Fireweed Capital

40% Equity Benchmark: 50% Barclays U.S. Aggregate Bond, 25% S&P 500, 10% 3-Month T-Bill, 10% MSCI EAFE, 5% Russell 2000.
60% Equity Benchmark: 35% Barclays U.S. Aggregate Bond, 35% S&P 500, 15% MSCI EAFE, 10% Russell 2000, 5% 3-Month T-Bill.
80% Equity Benchmark: 45% S&P 500, 20% MSCI EAFE, 15% Barclays U.S. Aggregate Bond, 15% Russell 2000, 5% 3-Month T-Bill.
100% Equity Benchmark: 55% S&P 500, 25% MSCI EAFE, 20% Russell 2000.

This is a free 30-minute conversation with Dr. Adam Link, CFP® to understand your financial goals and see if our investment philosophy aligns with what you're looking for in an advisor. No sales pitch, just an honest conversation about whether we're the right fit.

No cost or obligation Understand our approach See if we align with your needs

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