We offer a wide range of solutions based on your individual needs. We believe ongoing relationships are the most conducive to accomplishing long-term financial goals and therefore Wealth Management and Asset Management are our cornerstone offerings. We also offer Project/Hourly Financial Planning for clients who wish to implement and monitor recommendations on their own.
Comprehensive Wealth Management is the highest level of service we offer. We act as your personal CFO providing guidance on all areas of your financial life. In addition, we coordinate with your other professionals (CPAs, attorneys, insurance agents, etc.) to ensure that your total financial situation is in line with your life goals.
Wealth Management includes:
- Investment Analysis and Management
- Retirement Planning and Projections
- Cash Flow Analysis and Budgeting
- Tax Review and Planning
- Risk Management Review
- Educational Funding
- Legacy and Estate Planning
Our Asset Management service includes ongoing investment management tailored towards your individual goals. We assist you in building and maintaining a diversified portfolio that provides a reasonable return while managing risk. Asset management is typically appropriate for clients with simpler financial situations who are focused on accumulating assets. Services outside of investment management are provided on an hourly or project basis.
Project/Hourly Financial Planning
We will provide a proposal for all Project/Hourly Financial Planning engagements on an individual basis if you wish to implement our recommendations on your own.