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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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