By focusing on your broader financial picture, including what you have now and your dreams for the future — we’re able to design solutions that accommodate your current needs and goals, as well as what you might require in the future. With this approach, our goal is to simplify the complexities of your financial life while providing you with a strong foundation to build your ideal future and lifestyle.
Specializing in small business owners and retirees, our experience working with a range of individuals allows us to focus on the opportunities that offer the most room for growth and improvement.
Our Personalized Wealth Management Services
Here to provide you with everything you need to be an effective financial decision-maker.
- Receive a full, comprehensive financial plan.
- Discussion and analysis of your financial needs.
- Analysis of all current and future economic resources.
- Continual development and implementation of recommendations.
- Review your investments and design a personalized portfolio.
- Year-long, continual monitoring of your investments.
- Regular review of your investment accounts.
- Monthly and/or quarterly statements.
- Recommendations regarding the positioning of investments within your employer-provided retirement plans.
- Analysis of your current estate plan and concerns.
- Complimentary consultation with your attorney.
- Assistance in transferring assets to your living trust or other trusts.
- Analysis of the beneficiaries of your IRAs.
- Establish an inherited IRA.
- Guidance in the event of the death of a loved one.
- Complimentary consultation with your tax preparer.
- Recommendations of tax solutions (including investments).
- Reports on how to help reduce your taxes.
- Stay up-to-date on new tax laws.
Client Services &
- Access our customized online wealth management portal.
- Enjoy quarterly market watch newsletters.
- Economic and educational seminars throughout the year.
- Special client appreciation events.
- Ongoing meetings to review and evaluate your performance.