Brian Puckett

Results-focused FInancial Planning Services

With an extensive background in law, certified public accountant and Certified Financial Planner TM, Brian Puckett leads Align Wealth Management as managing partner. With offices in Oklahoma City, Oklahoma, and St. Petersburg, Florida, nearby Mr. Puckett’s homes in Edmond, Oklahoma, and Treasure Island, Florida, the firm emphasizes thorough risk assessment in guiding individuals and small businesses through a variety of market conditions. Committed to building long term client relationships, Brian Puckett offers 24-7 account access and an unconditional 365-day fee refund guarantee on his full range of services.

Mr. Puckett augments his federally registered investment advisory firm’s core capacities through a strategic partnership with Forum Financial Management. Through this arrangement, Align Wealth Management enjoys resources extending to more than thirty professionals spanning multi-disciplinary backgrounds, from accounting to law. Mr. Puckett engages primarily with clients with assets in the $1 to $50 million range, and Align and Forum together manage more than $1 billion in assets. In his free time, Mr. Puckett enjoys family activities including cycling and running at Oklahoma City’s Lake Hefner and paddle boarding on Treasure Island. He also likes golf but he's a self-confessed hacker on the links.

The Latest Reasons To Think, Act and Invest Like Warren Buffett

By: Brian Puckett, CFP®, JD, CPA/PFS
Senior Wealth Advisor, Align Wealth Management -

In 2012, author Larry Swedroe wrote a handy little pocket book entitled “Playing the Winner’s Game: Think, Act and Invest Like Warren Buffet.” In it, Swedroe shares some of Buffett’s most successful strategies, and how every investor can use them to build his or her own sound investment habits. It’s a helpful little guide and recommended reading for any investor.

Of course Buffett has not been sitting idly by since Swedroe’s book was published. As Chairman and CEO of Berkshire Hathaway, he achieves each spring what nearly every other publicly traded business owner can only dream of: He publishes an annual shareholder letter that people actually read. The 2014 letter does not disappoint. Jam-packed as it is with a litany of essential “Buffettisms,” it reminds us and inspires us yet again on why much of Buffett’s advice about investing – and life – is worthy advice indeed. There are so many good quotes in his forthcoming letter that it’s hard to choose just a few. We encourage you to read the letter in its entirety, as it deserves. But to get you started, here are a few of our favorites:

“When promised quick profits, respond with a quick ‘no.’”

“I am unable to speculate successfully, and I am skeptical of those who claim sustained success at doing so.”

“The fact that a given asset has appreciated in the recent past is never a reason to buy it.”

“Games are won by players who focus on the playing field -- not by those whose eyes are glued to the scoreboard.”

“If you can enjoy Saturdays and Sundays without looking at stock prices, give it a try on weekdays.”

“Because there is so much chatter about markets, the economy, interest rates, price behavior of stocks, etc., some investors believe it is important to listen to pundits. … For these investors, liquidity is transformed from the unqualified benefit it should be to a curse.”

“In aggregate, American business has done wonderfully over time and will continue to do so … The goal of the nonprofessional should not be to pick winners -- neither he nor his ‘helpers’ can do that -- but should rather be to own a cross section of businesses that in aggregate are bound to do well.”

“The ‘know-nothing’ investor who both diversifies and keeps his costs minimal is virtually certain to get satisfactory results.”

Good stuff, don’t you think? And yet, as Swedroe observes in his book: “While Buffett is widely admired, the majority of investors not only fail to consider his advice but also tend to do exactly the opposite of what he recommends.”

To help you join those who not only appreciate but act on Buffett’s best practices, we would be delighted to share with you a complimentary copy of “Think, Act and Invest Like Warren Buffett”. Just give us a call. Please let us know if we can help you implement these wise words into actionable investment strategy of your own.

Brian Puckett | JD, CPA, PFS, CFP®
13921 Quail Pointe Drive | Oklahoma City, OK 73134
T: 405.607.4820 | F: 405.294.3340
125 5th St. S. Suite 201 | St. Petersburg, FL 33701
T: 727.455.0033
Toll Free: 800.401.6477

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