Wealth Management

Wealth management isn’t a matter of choosing a few mutual funds and then letting time take its course – it requires dynamic, on-going maintenance. Our team has more than 25 years of experience providing goal-driven wealth management.

A Holistic Approach to Wealth Management

We partner closely with you to manage all aspects of your financial well-being. We understand that investment portfolios are just one piece of the equation. Portfolio goals and objectives tie into a larger financial picture, often including estate planning, wealth transfer, retirement planning, and budgeting. Our advisors expertly guide you through the considerations that these topics require, always with an eye to what is in your best interest.

No Request is Too Big or Too Small

We are here to serve. You shouldn’t hesitate to contact us when faced with decisions that may impact your finances. This could include purchasing a new home or car or making changes within your business. We love to help where we can, and for any areas outside of our expertise we have a network of trusted professionals that we can confidently refer you to.

Individualized Care

You are unique and so is our approach. We incorporate your individual needs, goals, and risk tolerances into custom-designed portfolios, and then manage these portfolios based on your unique situation. We tailor our communications and meetings to best accommodate your preferences and schedules to deliver the accountability and transparency that they deserve.

Experienced Consultants and Analysts

We are passionate about what we do, and we have the credentials to prove it. Our team maintains various financial licenses and credentials, including CFP, CPA, CIMA, CAIA, CFS, and AIFA, ensuring that the advice we provide is sound, strategic and based on a modern financial worldview.

Ongoing Monitoring and Adjustments

We are vigilant with your assets. We track, evaluate, and actively adjust your portfolio strategies and specific investments on a regular basis to ensure alignment with your investment goals. We are a fiduciary for our wealth management clients, with discretion to make changes to your investment portfolios on your behalf.

Our Wealth Management Services include:

Customized, Active Investment Management: We act as a fiduciary, actively making investment decisions in your best interests on your behalf
Tax Planning and Preparation: We offer preparation of income tax projections, including a review of withholding, estimated payments, and cash-flow
Investment Planning: We take a holistic view of your total portfolio, and we are proactive in recommending actionable investment strategies
Retirement Planning: We design specialized financial plans to ensure you meet your current and future goals and objectives, leading up to and through retirement
College Planning: We facilitate a review of future education costs and funding opportunities for families with children who are still being educated
Estate Planning: We help you plan for your families’ futures, including strategies for wealth preservation, gifting, tax reduction, and the use of trusts

For more information, including minimum asset requirements, please contact us.