Our Services

Fee-Only Comprehensive Wealth Management

Tailored Services to Meet Your Needs

A financial map to guide you through all life stages.

Our team will help guide you through our process and create a plan that’s right for you. This includes:

Plan development

Creation of a portfolio aligned with your plan and risk tolerance

Implementation and monitoring of your plan

Ongoing communication
with our team

Included Services

Comprehensive wealth management services to help you achieve your goals.

 

Our wealth management service encompasses both comprehensive financial planning as well as ongoing investment management. This integrated approach helps to ensure you not only have a solid plan for your future, but that our team of professionals is by your side every step of the way. The outcome is your portfolio stays on track and that you will continue to meet your goals — not only for the long-term, but for the short-term as well.

Comprehensive Financial Planning

Building the foundation for your future

When we take a comprehensive approach to financial planning, we consider a wide range of aspects. This type of planning considers your goals, both short- and long-term saving, such as college planning, and retirement aspirations. 

  • Assess your current financial situation, and develop a deeper understanding of your individual needs, goals, and circumstances
  • Create a plan tailored to your unique needs and goals, and the develop action items to reach those goals
  • Comprehensively analyze any potential risks to your plan such as death, disability, long-term care, liability claims, etc., and strategize to mitigate those risks
  • Collaborate with the other professionals in your life. This may include working with your estate attorney, CPA, or insurance agent

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Comprehensive Financial Planning is a holistic approach to managing your finances that takes into account all aspects of your unique financial life. This includes areas like college planning, lifestyle goals, employment benefits, insurance needs, investment planning, retirement planning, estate planning, and risk management. Our team will work with you to assess your current financial situation and develop a tailored plan to help you reach your short and long-term financial goals.

This process also includes: 

  • Tax planning and tax reduction strategies (e.g. charitable tax strategies, tax-loss harvesting, retirement tax planning)
  • Estate and legacy planning
  • Risk assessment and coverage (e.g. death disability, long-term care, liability claims) 
  • Ongoing review and planning updates 

With our guidance and support, you can have peace of mind knowing that your financial wellbeing is aligned with your personal and financial goals.

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Investment Management

Building personalized and diverse portfolios

Our investment management approach is built around developing a customized portfolio which is based on your individual plan objectives and risk tolerance. 

  • Develop a portfolio allocation* based on your personalized plan objectives and risk tolerance.
    *Adjustments to your portfolio allocation can change over time as risk tolerance and objectives change.
  • Determine appropriate investment vehicles (mutual funds, stock, bonds, annuities, alternative investments)
  • Tax plan (tax loss harvesting, capital gains, and loss strategies)
  • Strategic portfolio diversification and risk management

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Our investment management service provides ongoing monitoring and management of your investment portfolio. Our experienced advisors will work with you to develop a customized investment strategy based on your financial goals, risk tolerance, and time horizon. We continuously monitor your investments and adjust as needed to help ensure they align with your financial plan and market conditions.

This process includes:

  • Ongoing rebalancing and allocation
  • Tax loss harvesting
  •  Tax efficient withdrawal strategies
  •  Income generation
  • Determination of appropriate investment vehicles (e.g., mutual funds, stocks, bonds, annuities, alternative investments)
  • Ongoing adjustments to allocation as needs change over time 

Additionally, we strive to educate you on the importance of diversification, focusing on the long term and not letting short-term market noise cloud your financial judgment. 

Our investment philosophy is built upon two principles: 

  1. The markets are efficient, and successfully timing the ups and downs of the market are simply not possible — and as such, 
  2. Diversification is essential for effectively managing risk.

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Who Our Services Are For

We specialize in assisting:

Executives/Professional

Sudden Life Transitions

Business Owners

Where Should My
Next Dollar Go?

Get involved and learn more

Figuring out where to allocate your hard-earned dollars can be a bit overwhelming. Without proper guidance, it's easy to make mistakes like overspending, holding too much in savings, or not investing efficiently. Our insightful flowchart can help walk you through some key considerations such as maximizing employer benefits, savings goals, and short and long term cash flow needs.

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Save Time With Customized
Wealth Management Services

Focus on what matters by delegating your wealth management to a team of experts

 

We are here to help ensure you have the resources and plan in place to pursue your goals. We’ll collaborate with you to assess which opportunities make the most sense for your situation, which will ultimately lead to a personalized, holistic plan that fits in your journey.

Schedule a consultation

Educational Resources

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