Personalized Portfolio Management

As your advisor, we are not putting forth just any investment strategy, but the strategy that is designed to fit your life. Meeting your requirements for growth, income or capital preservation – while being mindful of your attitude toward risk – is our objective. You can expect a portfolio that is individually customized to reflect the future as you envision it.

Second Opinion

Do you have enough confidence in your current advisor to get a second opinion?

Just as it’s important to receive a second opinion on medical or health-related matters, we believe it is important to get a second opinion on your financial health as well.

Our Second Opinion report diagnoses your personal finances and reveals how your portfolio might respond to a variety of economic situations. It then highlights the areas where you may need improvement to ensure your strategies stay aligned with your goals.

Estate, Charitable Giving & Trust

One of life’s greatest rewards is sharing your wealth with others.  Having an estate plan to control the distribution of your assets benefits everyone – you, your family and the causes you care about – and can help mitigate potential pitfalls in the future. Our experienced team has the resources to assist your attorney and CPA with a personalized plan that not only protects your assets but also helps you share your wealth with the people and charities you care about most.