Wealth Advisory Services
Wealth Management
Wealth management requires careful consideration of all areas of our client’s financial situation. Through a consultative approach, we discover and evaluate your needs, and, together, we develop, implement, and monitor a course designed to achieve your specific goals.
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Our Approach
We offer an integrated suite of services designed to address the full spectrum of wealth management needs. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals, attorneys, and CPAs, bringing coordinated expertise together under one roof. For highly specialized needs such as estate planning and certain tax matters, we work with a trusted network of external partners to provide clients with a comprehensive and well-aligned approach.
Our comprehensive services include:
- Financial Planning
- Portfolio Management
- Securities-Based Lending
- Retirement Income Strategies
- Risk Management
- Estate Planning
- Trust Services
Portfolio Management
We build portfolios around the goals defined in your financial plan, balancing risk and return through a disciplined approach. Our strategies emphasize diversification and consistency, helping keep investments aligned with your long-term objectives.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Globally diversified and currency-hedged high credit quality/short duration fixed income is used to tailor portfolio risk based on a client’s measured risk tolerance.
We consider the use of alternative asset classes in client portfolios when appropriate based on client liquidity requirements, size, and sophistication. Alternatives can provide additional diversification benefits.
We design portfolios to capture market returns and provide exposure to factor premiums that may increase returns over time – value, size, and profitability.
Financial Planning
Though comprehensive financial planning focuses on gathering and analyzing information, the greatest result is often less tangible — the peace of mind from knowing you’re on the right path. An element of every financial plan we create for our clients is retirement income planning. We integrate this into your comprehensive financial plan or provide this as an individual service.
Exploring your circumstances we will:
- Establish the scope of our engagement
- Define position & aspirations
- Process & analyze data
- Create your financial plan
- Provide financial success & security recommendations
- Assist with execution
- Monitor progress
Award-Winning Wealth Management
Since 2010, our firm and its members have received recognition by various regional and national media. These awards are determined by a third party and in some cases by our peers in the finance industry. Additionally, we contribute as expert sources and writers in various areas of finance such as investment management and financial planning. Our firm’s members’ articles and quotes have appeared in publications such as Financial Planning magazine, USA Today, NASDAQ, and local news media.
