Wealth Management

A big part of wealth management is asset management but collaboration with your CPA, attorney, trustee, and any other professional advisor is included in this process. That is, we see this as a wider responsibility to provide a holistic approach to your money, bringing in planning, investing, and insuring under “wealth management”.

We choose an asset manager that fits your needs, we monitor those assets regularly, and meet with you at least annually to review your financial position, including asset performance over the past year.

Included in this service is aligning your comfort level with the risk your investments are taking, setting your asset allocation and diversification to be in step with your stage of life, employing tax harvesting and overlay strategies to minimize your tax liability, and helping to ensure your income needs today are met while investing strategically for growth to help maintain and increase your purchasing power.

As the need demands, we’ll discuss estate and financial legacy/succession preparations with you to ensure those are executed smoothly according to your wishes.