Our primary objective is to maximize total return and minimize risk and volatility. Portfolios are tailored for each client based on their individual goals, objectives, investment horizon, liquidity needs, tax considerations, and unique circumstances.
Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life. We take the time to understand your full financial picture, so we can ensure every piece is positioned optimally, according to your goals.
Tax Preparation & Planning
We believe it’s prudent to consider tax consequences and their impacts on financial decisions throughout the year. As such, we have a CPA on staff that is available year-round to provide our clients with tax consulting and to answer tax related questions as they arise.
Trust & Estate Planning
We work closely with our clients to make sure that the money they’ve spent a lifetime accumulating will be passed-on according to their wishes and desires. As such, we have partnered with several local Trust & Estate Attorneys, who are willing to meet with our clients to review existing documents or to help draft new documents if needed.
Insurance Review & Consultation
Insurance planning is an integral part of your overall financial plan. It provides protection for yourself, your family, assets and home against unexpected events. We understand and appreciate the important of evaluating the risks our clients face and providing appropriate recommendations to meet those needs.
We’d love to meet with you.