wealth management

The financial planning process helps our Clients determine where they can go in life. Investment management is the way they get there!

No matter your destination, you must consider numerous possibilities when investing your wealth: stocks, bonds, cash, real estate and alternatives–here in the U.S. and abroad. The mix of these “asset classes” within your portfolio must be appropriate for your circumstances and risk tolerance. This mix will primarily determine the return potential of your portfolio—and your ability to achieve your investment objectives.

The planning involved in determining the mix of assets within your portfolio is extremely critical.

SERVICES WE OFFER

  • SIGNATURE PORTFOLIO STRATEGIES

    A Signature Portfolio can own any type of security. Our “best ideas” are not constrained to only exchange-traded funds (ETFs) or mutual funds.  And we implement our strategy giving consideration to each security you own within all of your investment accounts. Click here to read more…

  • CORE PORTFOLIO STRATEGIES

    Investors should own as “core holdings” low-cost index funds and ETFs that assure investment exposure to multiple financial markets, both here in the U.S. and abroad. We think a Core Portfolio Strategy with our one-on-one counsel is the preferred alternative to “robo investing.” Click here to read more…

  • FIDUCIARY OVERSIGHT

    You wouldn’t think Investors should have to ask their advisors whose financial interest comes first: the client’s or the advisor’s. Sadly, that’s the first question investors need to ask. Our answer to it? “Your interests come first. We are fiduciaries in every aspect of our interactions with you.” Click here to read more…

  • ASSET ALLOCATION STUDIES

    More so than any other factor, the mix of stocks versus bonds determines the investment risk of your portfolioand the potential for you to earn good returns.  We help you make informed decisions about asset allocation so you can be confident in your financial success.

We are a resource for you, one that represents years of experience advising people with similar (but unique) needs and concerns. We don’t sell products.  We provide a service that is tailored just for you.

We act as fiduciaries when advising you. In other words, your needs come first. We become an integral part of the team that will help you get to where you dream of going.