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Our List of Services

  • Menu of "pay for services" options available for a customized experience
  • Professional financial counseling sessions
  • Fiduciary services available
  • Consulting and evaluation of risk management
  • Partnering with Attorneys and CPAs
  • Develop a customized client investment Policy Statement
  • Risk profile evaluation
  • Identify investment objectives and risk tolerances
  • Review and discussion on estate planning needs
  • Develop formal investment plan including setting goals and recommending portfolio structure designed for your specific needs and objectives
  • Ongoing monitoring of specific goals and objectives and implementation of any necessary plan changes
  • Comprehensive account aggregation for your family's entire financial life
  • Independent and objective review of products and services in the marketplace
  • Review and analysis of existing investments
  • Review of your tax return
  • Advice and analysis of all aspects of your financial life including major purchases, retirement plans, college plans, estate plans and any other investment programs.
  • Exclusive access to institutional investment programs not available directly to most individual investors
  • Active management of taxes in any non-qualified investment account
  • Close monitoring and control over investment costs
  • Remain in touch and available
  • Timely response to any questions or concerns you have regarding investment portfolios or financial matters
  • Fes aligned with a comprehensive wealth management offering with absolutely no proprietary products or sales quotas.
  • Cash flow prioritization needs analysis
  • Independent review with a Comprehensive Insurance needs analysis for all types of insurance
  • Ability to provide the same level comprehensive solutions to friends, family and business associates.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  386.259.3781