We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.
Comprehensive wealth management can mean many things, depending upon the complexity of your needs as an individual or family. In its totality, the planning I conduct for my clients can encompass five broad facets of managing your finances -- estate planning (in collaboration with your attorney, we will address your wills, trusts, titling of assets, impact of inheritance taxes at your death and insurance), investment management (creation of an investment policy statement and thus an asset allocation strategy and selection of investment options), tax planning (under the direction of your CPA, we will coordinate investment decisions to complement tax strategies, such as tax-efficient growth and tax-free income, use of loss carryforward and management of short- and long-term capital gains), retirement planning (whether assisting with the investment choices available in your company sponsored retirement plan, evaluating ROTH conversion options, discussing old 401k plan options or setting savings goals, retirement planning always occupies a big emphasis of our work), and liabilities management (the on-going role debt and credit obligations play in your life should be managed to your assets and investment plan.)
The initial step in establishing this relationship is my getting to know you. Give me a call and let's get started.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
