Our Services

Comprehensive
Wealth Management

 

Our mission is to help affluent individuals and families build, manage, and preserve wealth through Planning-Based Portfolio Management. A custom investment plan will provide the roadmap to help make your financial goals and life dreams a reality.

Planning-Based Portfolio Management

We provide customized investment planning for life’s major events such as a marriage, children, education, retirement, and final estate. We also want to discuss your life-long goals and dreams for yourself, like travel, vacation homes, philanthropy, and family gifting—and we’ll look at how all of these endeavors impact one another.

It’s also important to talk about at what age you’ll be able to retire, how that will affect your lifestyle, as well as the legacy you want to leave to your heirs. These discussions help us determine the appropriate asset allocation for your investment portfolio and how that allocation will change over time. We meet with you at least annually to review your investment plan and track your progress toward your goals.

 

Our Investment Philosophy

We believe it’s better to plan investments around your life events, rather than all stock benchmarks. Without an investment plan, people don’t know what their financial needs will be, so many will assume they simply need the highest return possible and unwittingly take on too much investment risk.

Conversely, others will be intimidated by investing and be forced to make unjustified sacrifices as their answer is to simply not invest and not spend. Our philosophy focuses on you and your goals for an ideal life and how your wealth can be invested without unnecessary risk or need for you to make needless sacrifices.

Planning-Based Portfolio Management means using your customized investment plan to guide us all to the appropriate investment allocation and focus on striving to realize your life goals while minimizing risk. We diversify your investments across as many as 19 different asset classes, including U.S. and international stock and bonds, real estate (REITs), commodities, and hedge funds.

*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Diversification does not guarantee profit or protect against loss in declining markets.