Wealth Management Made Simple
Customized investments for you.
Planning
Throughout our initial planning process, we discuss your investment history and experience, your short and long-term needs, your time horizon, and the level of risk you are comfortable taking. We use these insights to build a world-class portfolio that best matches your financial objectives.
Your Senior Wealth Advisor serves as your single point of contact and coordinates your wealth management team, which will include:
- Certified Financial Planners (CFP)
- Chartered Financial Analyst Charterholder (CFA)
- Certified Investment Management Analyst (CIMA)
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- Chartered Life Underwriter (CLU)
- Masters of Business Administration (MBA)
- Certified Private Wealth Advisor (CPWA)
We build portfolios for investors who are conservative, as well as ones who are aggressive, and 3 shades in between (moderately conservative, moderate and moderately aggressive). These portfolios are built using stocks, bonds, mutual funds, ETFs, Real Estate investment Trusts, and alternative asset classes. Our focus is on keeping expenses as low as possible and performance as high as possible for a given risk tolerance.
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Another consideration when designing the right portfolio is whether or not you plan to take systematic distributions, as is common among retirees. Our “Income Now” portfolio model is designed to provide inflation adjusted income over the course of a 20-30 year retirement.
Once we determine the best portfolio to meet your financial goals, our investment management team goes to work.
We help you get organized
Have access to the latest technology to track of all your investments—not just those you hold with us. We set up a personal financial dashboard for you where you can see all your accounts, transactions and important financial documents in one secure place. Your complete financial picture will always be at your fingertips and updated every time you log in.
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Performance Reports
You should never have to wonder: “How am I doing?” That’s why we provide clear and concise performance reports automatically at the end of each quarter and anytime upon request.
Easy access to your money
Add or withdraw money anytime. Get systematic monthly income and/or lump sum distributions from your portfolio as requested.
Best Practices for your Money
- We don’t speculate, guess or try to time the markets.
- We don’t use leverage, illiquid investments, or investments that complicate your taxes by generating a K-1. (Exceptions to this policy may be made upon request and/or pre-approval by client)
- We use publicly traded, SEC-registered securities such as individual stocks and bonds, as well as low cost, tax-efficient ETFs and mutual funds.
Why Risk Losing What You’ve Worked so Hard to Save?
There are not many things that will make a bigger impact on your life than making good financial and investment decisions. I recognize that it’s not easy to find a competent team of people you trust.
That’s why I offer a free strategy session so you can get to know me and my team. We also offer a free analysis of your current investment portfolio.
Alternatively, if you need a bit more time to process things, you can download our free retirement planning toolkit and read over 170 articles in my “clear and concise financial advice” blog.