WEALTH MANAGEMENT
When Your Finances Become More Complex, You Deserve Advice That Brings Everything Together.
Every Decision We Make Is Strategically Aligned To Optimize Tax Efficiency, Expand Your Wealth, & Protect Your Legacy.
Integrated Wealth Management For The Mature Investor
We offer an all-in-one service that considers your tax situation and estate plan first, then gets to work investing or reallocating your investments to do what is best for you.
Our wealth management process elevates your plan with tax-efficient strategies, advanced planning concepts, and coordinated implementation alongside 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.