Wealth Management

Wealth Management

Investment Management Services

  • Review your investments and design personalized portfolios appropriate to your goals, timelines and tolerance for risk
  • Year round, continuous monitoring of your investments
  • Quarterly meetings to review and evaluate your investment performance
  • Quarterly comprehensive statements with option for monthly statements if desired
  • Independent objective expert advice
  • 24 hour access to current investment information as well as other important documents via a secure personal website.
  • Objective review of asset allocation within your employer provided retirement plans such as 401(k)’s
  • Annual Investment rebalancing and financial objective review

Retirement Income & Distribution Planning

  • Analysis of your income needs now and in the future
  • Develop a written distribution plan
  • Develop and implement recommendations to fund your income needs and help maintain a comfortable standard of living
  • Recommendations for optimizing the best distribution strategies for your employer retirement plans and IRAs
  • Review of the beneficiaries; assist with establishment of Inherited IRAs to maximize IRA distribution stream for your heirs

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Quarterly review of your tax situation with planning to incorporate any new tax law changes
  • Complementary consultation with your tax preparer
  • Recommendation of tax solutions including tax advantaged investments
  • Up-to-date knowledge of new tax laws that can affect your situation

Risk Management Services

  • Analysis of your risk management needs, now and in the future
  • Policy Review Program to provide objective assessment of current risk reductions strategies
  • Annual review of Life, Disability, Long Term Care and Property/Casualty Insurance Policies
  • Independent Insurance Needs Analysis
  • Development and implementation of new risk reduction comprehensive strategies

Family Wealth Legacy & Estate Planning

  • Analysis of your current estate plan and concerns
  • Complementary consultation with your attorney
  • Utilizing Charitable Trusts, Special Needs Trusts and gifting considerations
  • Assistance in transferring assets to your Living Trust or other trusts
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services & Communications

  • Weekly/Monthly/Quarterly Newsletters to keep you apprised of the most current planning options
  • Quarterly Reviews

Meet the team

Have you met our team?

We have a wealth of experience in the financial services industry.

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