SERVICES

How can we help?

Am I invested properly? You’re concerned with large fluctuations in your portfolio. You can’t afford to lose too much and risk going back to work or destroying your retirement plans.

What if? They rely on you. You’re enjoying your lifestyle and saving for your goals, but are concerned that if something happens to you everything you worked for will have to be sacrificed.

Do I have enough? You’ve had a successful career but are looking forward to transitioning to retirement. You wonder whether your assets and other sources of income will be sufficient to provide a long and well-lived retirement.

Who can I trust? You feel like you are being sold something when you speak with your current financial advisor. You’re considering a second opinion to see if you’re doing the right thing for you.

Where do I start? You’re on your own, perhaps for the first time in a while. You find yourself in a position of trying to get your arms around your finances and are simply overwhelmed.

Private in-person, telephone and video conferencing available.
 

Wealth Management

We are a full-service wealth management practice with a focus on outstanding, personalized client service. Our team can draw on a wide array of resources, products, and services to help individuals and businesses make sound investment decisions and achieve their financial goals.

You’ve worked very hard to accumulate your wealth and deserve advice that is in your best interest and free of bias and conflicts of interest. At the same time, today’s complex environment of volatile markets and heightened geopolitical risks demand a wide range of investment options and innovative investment strategies. Lastly, you should have access to these investment options and strategies at competitive pricing. This is what we had in mind when we set out to develop our wealth management platform.

Whether you have an established history of building your income and net worth or have just started accumulating assets, chances are good that managing your wealth can be more complex and demanding than your time and expertise permit. If you’re like most people, you probably participate in a retirement plan through work or self-employment. If you support a family, then you probably have life insurance as well as home and auto policies. You might have a stock portfolio that has been accumulating wealth or an IRA or two that you inherited but haven’t paid much attention to in years. In general, you are looking for a tax-efficient way to maximize what you have without too much risk.
 

What is Wealth Management?

Wealth management is a high-level professional service that provides an integrated approach to growing and preserving income and assets and plans out the most effective way to meet your goals.

Wealth management typically includes investment planning, financial planning, tax and accounting services, and retirement, legal, or estate planning under a single plan that both simplifies and organizes. Wealth management also takes into consideration the “what if situations” that happen to all of us.

While our goal is to develop a plan that meets your objectives we are available to assist you in coordinating with your other trusted advisors such as estate planning attorney, CPA, home and auto insurance agent, life insurance agent, and business consultant(s) if you own a business. If you don’t already have trusted advisors that you work with, we can recommend one or more professionals for you.

 
If you’re ready to get started, we’re here to help you every step of the way. Contact us to learn how we can partner to grow, protect and preserve your wealth.