 It's serious business and a cornerstone of the services we offer. Done well, it requires a logical strategy, an efficient system, courage in times of turmoil, and maturity in times of success, all things at which we excel. But at Wealthway, the investment portfolio is servant to the financial plan. Financial planning is where our knowledge, skill, and expertise set us apart and where our clients find the greatest value. We integrate the investment portfolio with the financial plan to create one seamless financial engine