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True Wealth Management

Always going where our clients' needs take us.

Evidence Based Investing

We use the latest academic research in our portfolios.

Acting in your best interest

 Independent. Fee-only.  Fiduciary.

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Tax Smart Retirement Income Planning

 

The Fiduciary Difference

 

Applying Science to Investing 

 

Dimensional Introduction

 

Weston Wellington on Dimensional Philosophy 

 

Research in Focus: Mutual Fund Landscape

 

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70 Santa Felicia Drive, Goleta, California 93117
  •  Tel: 805-845-6587
  •  Fax: 805-569-9542
  •  info@walpoleadvisors.com

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Walpole Financial Advisors, LLC. is a Registered Investment Advisor. This web site is not a solicitation or offer to sell investment advisory services.  Walpole Financial Advisors, LLC. provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists.

All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Proprietary papers and writings are the opinions of Walpole Financial Advisors, LLC. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and Walpole Financial Advisors, LLC. does not guarantee their timeliness or accuracy. Clients should consult their advisor with regard to any questions they may have. Nothing on this web site should imply that past results are an indication of future performance.  The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases.

At certain places on this site, live "links" to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Walpole Financial Advisors, LLC. Walpole Financial Advisors, LLC. does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Walpole Financial Advisors, LLC.

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