Services

Services

Investment Management

A customized solution for clients seeking professional management of their investments including investment analysis, investment selection, risk management, account monitoring, and consolidated performance reporting.

Wealth Management

Designed for affluent households or those with multiple planning needs, our wealth management platform is a customized professional service that integrates client education, advice, and solutions into a comprehensive plan developed by a single wealth management team.

Financial Planning

A process oriented service that helps clients evaluate their current financial situation, identifies opportunities, makes recommendations, sets goals, and tracks attainment.

We Help Clients With

Retirement Planning

A service to plan for the most common questions in financial planning such as can I retire? When can I retire? Am I saving enough to retire? and How long will my money last in retirement?

Employer Stock Option Planning

A service to work with recipients of employer stock options and stock grants (restricted stock, incentive stock options, non-qualified stock options) to develop a strategy for holding and/or liquidating the stock, with consideration to tolerance, tax impact, concentration risk, and personal financial goals.

Insurance Planning

A service to identity risks associated with major life events, such as death or disability. This service identifies and addresses common concerns such as loss of income, estate liquidity, and business continuation.

Sudden Money

A service to plan for unexpected windfalls of money, often the result of selling a business, divorce, inheritance, life insurance, winning the lottery, and/or becoming a professional athlete.

Social Security Planning

A service to strategize when to start Social Security. Often part of a larger retirement plan, this service considers common strategies such as start at 62 or 66, as well as more complicated strategies that attempt to optimize your total income from the system