Wealth Management & Financial Planning

Investment Oversight

Fiduciary investment advice, which means we put your interests first
Coordination of advice that considers your entire family net worth
Reviewing your investments and implementing a personalized portfolio appropriate to your needs
Continual monitoring of your investments
Annual meetings either in the office or virtual to update your overall financial objectives, review your investment performance and, if necessary, reallocate your portfolio as agreed upon by you
Quarterly statements and performance reports

Review of your tax return to highlight opportunities to maximize tax reduction strategies
Offer to meet with your tax preparer to ensure coordination of your finances
Recommendations of tax solutions including tax advantaged investments
Staying up-to-date on and present new tax laws that can affect your situation
Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s

Analysis of your income needs now and in the future
Continual develop and implementation of recommendations to fund your income needs and help maintain a comfortable standard of living
Recommend the most appropriate distribution strategy to maximize cash flow and preserve your nest egg
Analysis of the beneficiaries of your IRAs to ensure the accurate distribution of your wealth

Analysis of your current estate plan and concerns
Offer to meet with your attorney to ensure coordination of your estate plan with your wealth plan
Assist in transferring assets to your Living Trust or other trusts
Guidance with the appropriate and necessary steps in the event of the death of a loved one

Quarterly newsletter to keep you apprised of the most current planning options
Regularly scheduled emails on relevant financial topics
Timely perspective and analysis of legislative or geopolitical events
Unlimited phone and email communication at no extra charge, we want to hear from you