Asset Management / Advisory Services

Fee based discretionary asset management personalized to each client's situation. Asset allocation models built with mutual funds, ETFs (Exchanged Traded Funds), Real Estate Investment Trusts (REITs) and individual securities. Continuous monitoring and management of the portfolios with an added focus on after-tax returns in taxable accounts.

Wealth Management/Financial Planning

End-to-end advice and comprehensive financial planning strategies including but not exclusive to:

  • Retirement planning
  • Asset allocation
  • Portfolio reviews
  • College savings
  • Income planning
  • Estate, trust, and inheritance planning
  • Insurance planning & analysis (Life, Health, & Long-Term Care) 
  • Elder care planning
  • Philanthropy/Charitable Giving Strategies
  • Business succession