Services & Strategies

Simply put, investment management is the service of managing money. We design portfolios to match your risk tolerance with your investment objective, so you may no longer have to worry about understanding the process or taking time out of your day to manage your investments. We believe diversification and asset allocation are the foundation to defining appropriate risk-adjusted returns over an investment cycle. We utilize the following investment and advisory tools on client’s behalf:

• Managed Accounts, Brokerage Accounts, and Separately Managed Account solutions
• Mutual Funds, ETFs, and Individual Equities and Bonds
• 529 College Savings Plans
• Retirement Accounts, including Traditional, Roth, SEP, and SIMPLE IRAs
• Variable and Fixed Annuities
• REITs

After careful consultation with our team reviewing your goals and objectives, we can help determine which investment vehicles will help you pursue your investment goals with the appropriate level of risk.  We can guide you through the process and help find the suitable fit for you.

_{There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.}

We believe that every person needs an estate plan, no matter the size of your estate, and that everyone should consider having the following documents:

• Will 
• Living Will
• Durable Power of Attorney
• Health Care Power of Attorney

Your ability to protect yourself while living and pass assets at death efficiently is determined by these documents. We will work with you and your attorney to ensure your estate documents align with your financial plan, your assets are titled correctly, and your estate is going to the beneficiaries you intended, leaving you and your family confident that you are financially secure.

Most planning conversations around investment management, retirement planning, estate planning, and insurance have tax implications. Taxes are a part of being financially active and accumulating wealth. We will work with you and your tax professional to navigate the ever-changing tax landscape to help address the tax impact on your financial plan and optimize your wealth accumulation and eventual wealth transfer.