My 2025 Annual Letter is available to download in PDF form here:
Flattery Wealth 2025 Annual Letter
This year's letter explores the balance between staying true to the investment philosophy and adapting to changing markets. Humor me as I use John Mayer's career arc as the analogy. I address the disappointing investment results in 2025, review our multi-bagger investments, share thoughts on AI, and where we go from here.
Thanks,
Andy Flattery
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Andrew Flattery is a CERTIFIED FINANCIAL PLANNER™ and Principal of Flattery Wealth Management. He serves affluent families in Kansas City and nationwide. Flattery is the host of Gentleman Speculator, a podcast on legacy, investing, and the life well-lived. When he’s not helping individuals build wealth, you can catch him playing rec sports, writing children's books, and spending time with his wife and four children.
