WEALTH MANAGEMENT
When Your Finances Become More Complex, You Deserve Advice That Brings Everything Together.
Integrated Wealth Management For The Mature Investor
As your wealth grows, so do the decisions around investments, taxes, retirement, estate planning, insurance, and cash flow.
Our Wealth Management service is designed for individuals and families with $1 million or more who want coordinated advice and professional investment management within a single relationship.
This service integrates your investment strategy and financial plan, ensuring every major decision aligns with your long-term goals.
Our wealth management process elevates your financial plan through tax-efficient strategies, advanced planning concepts, and coordinated implementation in collaboration with your CPA and Estate Attorney.
Our approach integrates ongoing analysis, scenario modeling, and continuous oversight.
Throughout the year, we provide proactive reviews, new opportunities, and periodic check-ins.
We are available year-round for all your wealth management needs.
Client accounts are custodied with Fidelity Investments, our trusted third-party custodian.
Annual advisory fees range from 0.25% to 1.25%, based on the value of assets under management.