<p><strong>Our Investing Philosophy</strong></p>

Our Investing Philosophy

Balance. Behavior. Patience.

These are the tenets of our investing philosophy and the foundation of our client relationships.

At Wold Financial, LLC., we commit our over 50 years of collective expertise to helping clients pursuing their financial future. Since our inception, we have adhered to a time-honored process that prioritizes long-term strategies over short-term impulses. We believe successful investing is predicated not on timing markets, but rather, devoting time in the markets.

Our independence allows us to focus on upholding our principles rather than pushing products.

<p><strong>What Does Your Retirement Look Like?</strong></p>

What Does Your Retirement Look Like?

We understand that each individual faces unique challenges in their financial lives. We take the time to understand your needs and concerns and specialize in crafting a plan tailored to meet your financial goals and objectives.

Balance

Balance creates stability in life, especially in the financial world.

Behavior

Behavior determines your resolve in evolving markets and unpredictable economies.

Patience

Patience breeds success when combined with a disciplined strategy.

Awards & Accolades

<p>Wealth Managers Under 40</p>

We are pleased to announce Five Star award winner Tayne DeNeui’s appearance in a Wealth Managers Under 40 special section in the February 2021 issue of Fortune magazine. Tayne was named a Five Star award winner in 2021. By earning this honor, Tayne has shown an outstanding commitment to clients. Please look for Tayne in Fortune magazine, and offer your congratulations on this recognition.

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<p>Five Star Wealth Manager</p>

The Five Star Wealth Manager award is based on objective research criteria. Five Star Professional’s research team evaluates candidates from across major markets annually on ten criteria. Each of our award winners has shown a commitment to clients, strong industry credentials and has been evaluated on the quality of his or her practice. Troy Wold & Tayne DeNeui have met these criteria and have been honored with the 2024 Five Star Wealth Manager award.


*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 & 2024 Five Star Wealth Managers.

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