We believe wealth management is only as good as the plan it follows. We conduct a complete assessment of a client's financial objectives and life goals to develop a holistic plan to meet their multi-level needs.
- Cash flow management
- Retirement analysis
- Charitable planning
- Tax coordination
- Stock option analysis
- Insurance analysis
Once a plan is developed, we build and
manage a portfolio that aligns with a client's specific risk/reward profile. We monitor investments to capture opportunities while attempting to minimize risk.
- Strategic and tactical portfolio management
- Manager selection and monitoring
- Risk management
- Traditional investment research
- Re-balancing of asset categories
TRUST & ESTATE PLANNING
Trust and estate planning strategies have a direct impact on a client's overall investment decision-making process. We work in tandem with a client's estate planning attorney and accountant to ensure investment strategies are consistent with their overall financial plan,
- Analysis and review of estate tax strategies
- Coordination with client's attorney and accountant on trust and estate strategies
- Consultation on and implementation of gifting strategies
Contact us to learn more about our wealth management services.