Our Wealth Management Services
Comprehensive wealth management encompasses many critical areas we believe are necessary to reaching your long-term goals. Hiring the right advisor is key to helping guide you along the way.
Investment Management
You work hard for your money, and you deserve to have your money working hard for you. We don’t sell products or cookie-cutter portfolios. We’re fiduciaries, applying for a job to be stewards of your money, putting you first. We take the time necessary to understand your overall financial situation, including your needs, goals, risk tolerance, investment time horizon and much more. After this thorough discovery process, we provide you with an investment proposal that we believe will better position your money and increase the probability you will achieve your goals.
Financial Planning
Perhaps you have an investment portfolio that is performing well, but are you on track for a comfortable retirement? Do you worry about running out of money or maintaining your desired lifestyle in retirement? Are you reviewing your tax returns to identify possible opportunities to lower your tax liabilities? If you were to pass away tomorrow, what estate issues would your family have to deal with? The goal of comprehensive financial planning is simple…to provide clarity to help you answer those questions. Our goal as your advisor is to give you the information you need to make important decisions and get you to the point where work becomes and remains optional!
Please review our Transparent Fee Schedule for detailed information on how we are paid for our Investment Management and Financial Planning Services.
