Our Process
Working together, we will deliver professional,
impartial advice with your interests in mind.
What You Can Expect
Because you and your investing needs are unique, there is nothing generic in our approach to planning. We take the time to listen and understand what comfortable looks like to you. We’ll ask you, “What kind of financial home do you want to build? What aspects of your plan do you want to retain, and what must be changed?” We’ll consider the right plan design to help meet your specific needs. And most importantly we’ll ask, “What can we put in place that will help you rest easily during the day and sleep comfortably at night without worry or concern?”
Managing the Construction
Isn't it easier when you have someone who would be with you every step of the way? The person that ensures that you are thinking proactively as things change? The person who is listening to your goals and needs?
It’s this level of personalized concierge service that allows us to develop and implement the plan that can help meet your needs; continue to meet and consult with you to ensure that it remains in line with your original goals; and make adjustments as necessary.
A Place
Like Home
All problems have various solutions. Our job is to find one that is right for you and your family. We are committed to bringing to you a full range of not just products, but comprehensive wealth management solutions. All problems have various solutions.
Our job is to find one that is right for you and your family. We are committed to bringing to you a full range of not just products, but comprehensive wealth management solutions.
Financial
Inspection
Similar to a home inspection, it’s important to be aware of the current foundation or structure that you have, what may need to be fixed, and/or what is secure.
We encourage you to review our Annual Financial Health Checklist, a month-by-month checklist of some key financial tasks to consider throughout the year and ensure that you are on the right path with your financial blueprint.
We Help Grow and Preserve Your Wealth Using
Investing Discipline and Flexibility in Five Steps
We begin with an in-depth review of your financial house in order to identify your specific goals and investment objectives. This includes evaluating your current portfolio in relation to your risk tolerance and objectives as it relates to your retirement income planning needs, taxes and estate planning issues.
We then employ strategic, tactical and alternative investment strategies, leveraging our decades of investment management expertise. Your portfolio will be uniquely designed and constructed using a mix of equity, alternative, fixed income and cash instruments.
You will receive monthly statements that confirm holdings, values and transactions, as well as quarterly performance reports and on-line account access to track your progress and keep you informed. Your portfolio will be monitored on an ongoing basis. Any tactical adjustments that we deem appropriate will be communicated to you to ensure that your investment plan remains on track with your long-term goals.