Investment Services

The Blueprint

We understand that effective financial planning is not just about accumulating wealth; it’s about crafting a blueprint that seeks to secure your future, fulfill your dreams, and preserve your legacy. We don’t offer one-size-fits-all solutions; instead, we meticulously design and implement* custom solutions tailored specifically to your unique needs and aspirations.

Our recommendations are founded on a thorough analysis that integrates these essential elements:

Asset Allocation**

We carefully allocate your assets across diverse investment avenues to help optimize returns and manage risks.

Diversification**

We spread your investments across a range of assets, sectors, and regions, to help mitigate risks associated with any single investment.

Fees and Expenses

We take investment fees and expenses into consideration when designing your investment strategy.

Tax Efficiency Analysis

We analyze the tax implications of your investments, with an eye toward both tax minimization and tax optimization.

Time Horizon

We align your investments with your time horizon, taking into consideration your desired timeframe for your financial objectives.

Income Planning

We craft a comprehensive income plan designed to meet your income needs in retirement.

*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.

**Asset allocation does not guarantee a profit or protect against loss in declining markets. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.

"Vic Dupuis and Ross Edmonds have been our financial advisors for the past 20 years. We've stuck with them because they've done a great job. They earned our trust by listening, understanding our needs, and providing excellent advice based on their knowledge and experience. They keep up with market details at a level that would be both difficult and time-consuming for their clients, but take care to explain the specifics and reasoning behind their recommendations. They are also proactive about suggesting changes as the market shifts. Communication is good, via email, phone, Zoom, or in person, always at our convenience. We also appreciate the efforts of their support staff; Lisa Beard has been especially helpful. Overall, we would highly recommend Willow House Advisors."

Doug & Patsy K.

Clients of Willow House Advisors

Doug and Patsy K. are current clients of Victor Dupuis and Ross Edmonds. Doug and Patsy K. were not compensated for this testimonial. This testimonial may not be representative of the experience of other clients and is not indicative of future performance or success.
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Victor E. Dupuis is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Willow House Advisors is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

C. Ross Edmonds is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.SIPC.org). Supervisory Office: 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, 717-791-3300. Willow House Advisors is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.