How can we help?

We Understand.  Today's world of personal finance can be confusing.  Stocks, bonds, mutual funds, annuities, insurance, managed money...which is right for you? 

With experience of over 25 years in the financial services industry, chances are, we have clients just like you.   If you are like our clients, you want to help make sure you are actually on track to achieve the goals that are important to you. 

We Listen.  During our initial meeting, we do a lot less talking and a lot more listening.  Until we discover what your goals are, what your risk tolerance is, what your current position is, and where you want to be in the future, we frankly don't feel qualified to recommend anything to you. Our Wealth Management Process, below, is designed to help our clients reach their maximum economic potential with clarity and confidence:

1. Discovery and Insight.

  • Understanding your vision, goals, family and/or business dynamics
  • Documenting your financial position
  • Learning  "What keeps you up at night?"
  • Discovering your attitude towards risk

2. Analysis and Strategy Review.

  • Vision versus Actual Analysis
  • Organizing and Understanding how your assets work together
  • Uncovering Opportunities and Identifying Dangers
  • Understanding what Investment Asset Allocation, Asset Location, and Asset Conservation strategies are a fit for your requirements

3. Implement.

  • Identify Personalized Solutions for your wealth accumulation, preservation, and distribution objectives
  • Establish an investment strategy defining your portfolio. This may include equities, fixed income, tax-exempt securities, alternative investments and/or insured solutions based on your objectives and requirements
  • Develop a personalized rebalancing strategy based on your objectives and tax structure

 4. Review Progress.

  • Scheduled Review Meetings
  • On-Line Access to your accounts
  • Performance and Tax Reporting
  • Adjustments based on changing goals, circumstances, or market conditions 

 

To learn more, browse our website or contact us to schedule a no-obligation private conversation. We look forward to speaking with you soon.

 

 

 

 

We will work with your tax and legal advisors to help you select the most appropriate product solutions for your specific needs and circumstances.