HOME OUR TEAM EVENTS MAINSPRING EXPERIENCE BLOG KNOWLEDGE CENTER CONTACT US CLIENT ACCESS THE INVESTMENT PHILOSOPHY THAT GUIDES OUR CHOICES The professionals at Mainspring Wealth Advisors are held to an investment philosophy that clearly puts client interests first. This ensures all investment recommendations are based on clearly defined goals and comfort level with risk, and that every client will receive the same high level of care, consideration and service. OBJECTIVITY: Our professionals work for you – not a company – enabling them to make investment recommendations with objectivity. TRANSPARENCY: The majority of investments we use are liquid every day and can be reviewed on any major financial website. LONG-TERM, COMPREHENSIVE FOCUS: Your portfolio will be built based on your personal benchmark, not the S&P 500. We are not traders and do not make decisions based on fear or emotion. Rather, we will focus on what your portfolio will enable you to do from a lifestyle and legacy perspective and not exclusively on rates of return. RISK ADJUSTED RETURNS: We believe the level of risk you are willing to assume should return an equal reward. We generally look to protect the downside and minimize volatility. LOW EXPENSES: We believe lower is generally better but we will also focus on finding the investments with top returns net of fees. LOW TURNOVER: We prefer investment managers who have conviction in their holdings – who don't buy and sell too often – to help achieve lower fees and taxes. TAX EFFICIENT: Our goal is to maximize after-tax returns in non-qualified accounts. That is why we prefer funds with lower turnover and capital gain distributions. We also use tax-loss harvesting throughout the year to minimize taxes long term. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Mainspring Wealth Advisors, LLC is an investment adviser registered in the State of Washington but does not provide any services or offer any investment advice. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. and securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Mainspring Wealth Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. The adviser may not transact business in states it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or rendering personalized investment advice for compensation, will not made without registration or exemption. © 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use