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Our Services

Wealth Management

You may be reading about us because you are looking for investment management services. Is investment management the same as wealth management? In reality, it is just one piece of wealth management. While investment performance does account for a portion of wealth accumulation, there are many other factors that should be considered in your overall wealth management. Our wealth management process includes investment management, but it also takes into consideration all aspects of your financial life including:

  • Wealth Transfer
  • Financial and Retirement Planning
  • Estate Planning
  • Tax Strategy

Your investment portfolio will be constructed only after our advisors have a good understanding of your goals, your time horizon, and your comfort level with risk. We select a diversified mix of mutual funds, ETFs, stocks, and bonds that correspond to your individual needs. By minimizing your exposure in any one area, we strive to reduce risk and volatility in your portfolio. On an ongoing basis, we monitor daily, and rebalance as necessary.

Having all of your financial pieces working together can make a big difference in your wealth accumulation, and your peace of mind. Read on to see how our Financial Planning process incorporates all of these into a plan that will help you feel confident about all of your financial decisions.

Financial Planning

What is the value of our financial plans? In our humble opinion, the value far exceeds the cost. You can find a basic, cookie cutter plan anywhere these days. If you are truly looking to feel confident about your financial decisions, how much will that cookie cutter plan help you? 

Your financial plan should incorporate all the things that impact your financial life – investments, savings, insurance, retirement goals, risk tolerance, and more. The result should not be a glorified budget. It should be both an answer to your financial questions and a road map to help you reach your goals. You may be feeling overwhelmed or unsure about your financial future, especially in today's market. Imagine quite literally breathing a sigh of relief because you have a plan that takes away that uncertainty and shows you specific steps to take. We can do that for you.

Your planning process will start with your story. We learn about you - your goals, concerns, and current financial picture. We take that information and use it to create a plan that shows your current state compared to our proposed changes, and the probability of success for both. Year by year cash flows show you expected inflows and outflows and their impact to your net worth. We can make changes on the fly to show you the impact of changing one of your goals, adjusting your timeline, or modifying your level of risk. We supplement your plan with a summary document that outlines our recommendations to help you reach your goals.

Your plan is always reviewed by at least two of our advisors, so you get the benefit of our combined experience and expertise. When it is complete, we will spend as much time as you need to get you comfortable with the information and ask any questions you may have. You will also get access to our interactive planning tool which allows you to view your plan online and run your own “what if” scenarios. 

Because our advisors take the time to ask questions, really listen to your responses, and learn about your unique situation, we can craft a plan that truly answers your financial questions. Planning is not a one-time event. As life happens, we revisit your plan often and make updates as needed.

Don’t wait! 

Book your Financial Wellness meeting today by clicking on the link below. We’ll help you feel confident about your financial decisions.

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