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Individual Investors - Wealth Management

We provide comprehensive advice to help individuals and families like you simplify and improve their financial lives. Our wealth management services (for portfolios greater than $1 million) include both a comprehensive financial plan and discretionary investment managmement. Specific services include, but are not limited to the following:

Comprehensive Financial Planning:

Retirement planning, estate planning, tax planning, asset and income protection planning, education planning, cash flow planning, and philanthropic planning.

Continuous Descretionary Investment Management:

Comprehensive assessment of financial position, investment policy formulation, asset allocation strategy and risk management, investment manager search and selection, socially responsible investing (SRI), investment performance monitoring, reporting and evaluation, and periodic investment portfolio rebalancing.

Coordination with Client's Other Professional Advisors:

We tailor our approach as needed with the families and individuals we work with to accommodate their unique needs and preferences. Our weath management services are best suited for those with $1 million or more to invest.

 

  • NAPFA
  • CFP
  • AIF

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