Wealth Management

Our dynamic total wealth management approach is customized to address your unique financial needs and objectives. We follow a comprehensive five-step, process designed to determine the optimal approach to managing your assets.

  • Discovery – understanding your personal, professional and financial life goals.
  • Education – Discuss risk/reward characteristics of different assets classes and their contribution to the overall portfolio asset allocation.
  • Recommendations – the optimal blend of investment vehicles to work toward your goals.
  • Implementation – the investment methodologies employed to construct your portfolio.
  • Active Management – Regular review of the portfolio’s performance.

Comprehensive Wealth Management Services:

  • Retirement Planning – 401(k) strategies, prepare to retire, retirement investment design, IRAs, Roth IRAs.
  • Investment Planning – Investment advisory services, asset allocation, investor profile, tax considerations.
  • Insurance Planning – Permanent life insurance, Term life, long-term care insurance, Disability insurance.
  • Estate Planning/Funding for – Trust & wills, charitable giving, Inter-generational wealth planning, ILIT’s.

Investment Policy Statement:

  • Goal for Your Money – What you want your money to accomplish for you?
  • Set Realistic Objectives – Personal circumstances, return requirements, income needs, time horizon.
  • Your Investment Model – Investor profile, set asset allocation.
  • Establish the Investment Process – Managed portfolio, age-based process, capture gains to cash, re-balancing.
  • Management Procedures – How investments are selected, how we monitor and evaluate performance.
  • Client- Advisory Relationship –Relationship built on education and advice centered on pursuing your goals.

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