Wealth Management Services are reserved for our most distinguished clients.  It involves close collaboration with a team of advisors including attorneys, accountants, insurance, and real estate professionals to develop and execute a seamless, comprehensive wealth plan.  Investment management is addressed, as well as cash flow analysis, debt management, tax strategy, insurance coverages, income planning, philanthropy, small business planning, estate planning and trust services. 

A series of meetings are requested so that we can take the time needed to truly understand your complex goals, objectives and values and ensure that they are incorporated into your overall wealth plan.  Once the plan has been established, you can expect ongoing, proactive advice, and continued monitoring and updating on an annual basis.

Investment Advisory clients prefer to coordinate their own financial affairs.  We serve strictly as investment advisors, and clients can have the added confidence of knowing that strategic investment planning techniques will be followed.  In addition, the fiduciary standard that all fee-based clients receive is adhered to on their behalf.

In some instances clients may be better served by a transactional business relationship.   Our traditional brokerage clients receive reactive rather than proactive management.  Brokerage clients are encouraged to call with questions throughout the year, knowing that an objective professional that is already familiar with their affairs will be able to thoughtfully answer their questions.

For some clients, the development of a financial plan without the incorporation of investment management may be more appropriate.  Those whose assets are tied into illiquid investments such as real estate or business ventures, or who prefer to manage their own investments can benefit from working with a Certified Financial Planner™ practitioner to provide them with a second opinion.