Wealth Management

Your Portfolio Management and Financial Planning Solutions

We offer a broad range of portfolio management and financial planning solutions customized for your specific needs, goals and life stage. We apply a clear, well-defined and objective process. Below is a cross-section of wealth management issues that our clients commonly encounter.

 

Investment Management

  • An investment consultant, unlike a broker, does more in-depth work on formulating a client's investment strategy and helping them fulfill their needs and goals.
  • As fiduciaries, two of our main goals is to find you inexpensive investments and provide unbiased advice that's in your best interest.
  • We custody our clients assets at Charles Schwab, Fidelity, and TIAA.

Retirement Planning

  • We specialize in pre and post retirement planning. If you are in the accumulation phase or approaching retirement, it's critical to complete an assessment of your current financial situation and develop a plan to fund your income needs during retirement. 
  • Estate Planning is necessary for a quality retirement plan as well.  We will help you cover the details necessary to maximize wealth transfers to future generations.   
  • We provide a Financial Roadmap to all of our clients in order to simplify and organize your financial household.  Your Financial Roadmap will be your quick reference to all your critical financial information. 
  • Social Security Planning - Estimating your future Social Security Benefits can be a difficult task.  We can help guide you through different strategies as well as create a plan to optimize your social security benefits.

Guidance on Financial Decisions

  • We all encounter financial decisions that will impact our life. Buy a bigger house, refinance, buy a car, pay more towards mortgage, etc... Some times you make the wrong decision, pay the price, learn and move on. We'll help you improve your decision making process regarding financial decisions. We have the expertise and technology to help you make better financial decisions. We can help and that's why we're here.
Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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