Our Services

A HOLISTIC APPROACH TO ACHIEVING YOUR UNIQUE FINANCIAL GOALS

Every financial decision has consequences. That's why we take a holistic approach when making strategy recommendations to our clients. The following is a list of services we provide to our wealth management clients to ensure our advice is relevant and specific to their financial goals.

INVESTMENT MANAGEMENT & OVERSIGHT

  • Investment review and personalized portfolio design appropriate for your needs and risk tolerance
  • Continual monitoring of investments
  • Ongoing meetings; to review and evaluate investment performance, update financial objectives, and reallocate your portfolio as needed
  • Quarterly statements
  • Independent advice
  • Recommendations on portfolio allocations for employer-sponsored plans (such as 401(k)s)
  • Access to alternative investment platform

TAX REDUCTION PLANNING*

  • Comprehensive review of your tax return to highlight opportunities for tax reduction strategies
  • Ongoing review of tax law changes as they pertain to your situation
  • Consultation and coordination with your tax preparer
  • Recommendations on tax solutions including tax-preferred investments

RETIREMENT INCOME & DISTRIBUTION PLANNING

  • Analysis of retirement goals in conjunction with income needs now and in the future
  • Ongoing development and recommendations pertaining to income needs
  • Social Security maximization report
  • Recommendations regarding distributions strategies
  • Beneficiary analysis

FAMILY WEALTH & ESTATE PLANNING

  • Risk management analysis – life, disability and long-term care insurance
  • Analysis of current estate plan and/or concerns
  • Identify and implement asset protection strategies
  • Consultation and coordination with your estate planning attorney
  • Assistance in asset transfers to trusts and management of trust assets
  • Providing guidance and recommendations in the event of a death of a loved one

CLIENT SERVICE & COMMUNICATION

  • eNewsletter to keep you up-to-date with current economic conditions and market-related news
  • Depending upon need, annual, semi-annual or quarterly review meetings