Broker Check

Wealth Management

Client Centered

Although obtaining investment information is easy, determining the right mix of asset classes, tax efficiency and risk tolerance is not.  Our plans are individually tailored to your specifications and are designed to focus on the objectives that are most important to you.  This would be retirement, or even charitable planning strategies.  Furthermore, our specialty is in working with high net worth clients, so we are well-versed in dealing with issues such as concentrated stock positions, high tax brackets and the use of alternative asset classes.

Our cross disciplinary approach to planning allows us to incorporate your investment strategy with your short, intermediate, and long-term goals. We will examine strategies for reducing or eliminating any investment taxation.  Develop a comprehensive investment asset allocation and marketplace diversification strategy that is tailored to your specific objectives, risk tolerance, time horizon, and cash flow needs. Include the following when developing your investment plan:

  • Diversification
  • Overlap of assets
  • Performance relative to benchmarks
  • Fees and expenses
  • Risk vs. Return
  • Probability of success
  • Tax inefficiencies
  • Ease of oversight
  • Alternative investments

While we cannot control market volatility, we believe having a written Investment Policy Statement will be your guide to developing, implementing, and monitoring a professionally managed investment program. Because we are independent, we have access to investment options from thousands of different companies and will help you utilize only the best ones for your objectives.