Services

Our job is to help you identify opportunities and risks, and to define next steps necessary to help you achieve your financial goals.

By choosing to work with a trusted advisor who can assist you in making prudent financial decisions this lessens the stress you face doing it yourself.  This can free you up to focus on what you do best.

We offer:

  • Regular meetings to understand life changes and discuss portfolio performance
  • Client portal for you to view your portfolio performance at a glance, monthly reporting and internet-accessible daily valuations, and analytics
  • Efficient portfolio management and timely rebalancing

Investment Management

Ready for a second opinion on your current investments or retirement plan?  Want to know what fees you’re really paying? During our initial meeting, we'll discuss your current financial situation, your income needs, priorities and goals.  We’ll assess your current investment risks, and other factors that could impact investment results now, and over the next 5 to 10 years.

When you’re ready we can devise and implement an appropriate investment plan that’s aligned with your financial goals, consistent with your values and accommodates your growth and income needs.   

Interested in ESG; Environmental Social and Governance Investing, often referred to as SRI, or Socially Responsible Investing– Yes, we can help you with that too.

We believe every client and investor should feel good about the companies, Industries and Countries they are investing in and what matters most to them.

In portfolio construction we can screen companies that aligned with your values, and still meet your financial goals.

Retirement Planning

Retirement planning encompasses not only being prepared financially for your life after your working years, but also the lifestyle you desire.  We help our clients prepare for their future needs, incorporating expected health-care costs, income sources, tax rates, Social Security benefits, housing, long-term care and much more. Our goal is to help you realize your retirement dreams.

Financial Planning

We start with a conversation about the financial planning process aimed at determining your current financial position and what you are hoping to accomplish. We gather the necessary information to build a dynamic plan for achieving your goals and against which we measure results.  As life changes, so does your planning, to keep you on track and to help you make appropriate and strategic decisions to achieve your goals.

Tax Planning

If not properly planned for, taxes can eat away at your savings and erode your investment returns. That is why every decision we make on your behalf takes into consideration any potential tax implications. We integrate tax expertise with your wealth management and financial planning strategies.