Broker Check

Wealth Management

Our offerings include comprehensive wealth management services. We work with individuals, families, business owners and professionals in various stages of their financial lives. We do not believe there is a ‘one size fits all’ solution to managing investment portfolios. It is our intention to coordinate and devise a personal wealth management strategy tailored to your needs and objectives.

After carefully measuring your tolerance for risk and aligning this with your growth objectives, we will help design a wealth management strategy suitable for your situation. These strategies may include asset accumulation or distribution planning, investment strategies, asset protection, and/or estate planning. We have access to sophisticated institutional money management firms, through which you may choose to implement your strategies.

We will monitor your investments on an ongoing basis and modify the strategy as needed. In the long run, we believe that a successful result is measured by progress toward your goals within a comfortable range of volatility, and not by investment performance alone.

The strategies we recommend typically use a multi-faceted approach tailored to fit your particular objectives, risk tolerance, and time horizon, and can fall anywhere in the spectrum from conservative to aggressive. Our recommendations might include a combination of passively managed strategies using strategic asset allocation*, as well as more actively managed tactical and return strategies. Investments may include traditional and alternative asset classes in order to navigate more successfully through various economic and market environments.

*Asset allocation does not guarantee a profit or protect against loss in declining market. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio or that diversification among asset classes will reduce risk.