Investment and Wealth Management Advisory Services

We are FIDUCIARIES and are held to a higher standard than employees of banks or brokerage firms and always provide financial advice that is in the best interest of our client(s). Recommendations from our team of advisors come with over 75 years of experience managing over $170 million in client assets.

We provide proactive portfolio management including:

•  Customized approach for every client based on their goals and needs

•  Managing risk and volatility to provide durable returns

•  Diversification across multiple asset classes

•  Investment selection process

•  Only use publicly traded investments with daily liquidity

•  No proprietary investment products

•  Utilize best in class 3rd party research

•  Keep costs down to help maximize net returns

•  Ongoing portfolio rebalancing

•  Asset location strategies for tax efficiency

•  Opportunistic tax-loss harvesting

•  Integration with financial plan

Having a solid financial plan allows our clients to keep perspective of their goals and provides confidence to stay the course during times of stress and market volatility.

• Develop a customized plan and strategy

• Ongoing and collaborative approach integrating with tax and estate planning

• Areas we specialize in:

  1.  Retirement planning

  2.  Education planning

  3.  Cashflow management

  4.  Risk management

  5.  Charitable strategies

  6.  Estate planning

Financial advice isn't just about helping people identify and set a path towards their goals, but in navigating the complexities that arise along the way that can block us from achieving those goals, without an advisor's help to navigate around them.