Wealth Management
The key measure of our wealth advisory service is simple: Are we helping you to meet your goals? Because financial goals vary for each client, no two strategies are alike. We work by your side to determine your specific investment needs, establish your priorities, and integrate your strategy with all aspects of your financial life. We draw upon our expertise to develop a portfolio appropriate for your situation.
Our investment process involves:
Diligent analysis of a client’s needs and expectations
Purposeful, diversified asset allocation decisions based upon time horizon, risk tolerance, and economic conditions
Thorough research of suitable investment vehicles, with preference for investments that combine strong, consistent performance with reasonable expenses
Careful monitoring of established portfolios
OUR PERSPECTIVES: Wealth Management
If you’re a parent, financially, one of the best actions you can take is to teach your children about finances. It’s not as hard as you may think. Here are some concrete ways to proceed.
Emotional intelligence plays a huge role in wealth management. Understanding your risk tolerance and factoring it into your decisions is vital for success.
Residential real estate rentals can be a great investment provided you understand all the tax implications.
Knowing if you’re a high-net-worth client helps guide your wealth management decisions because high-net-worth clients face complex challenges that are unique to their situation.
Not all financial planners objectively make recommendations in your best interest. If you’re unfamiliar with the term “fiduciary,” you’ll want to read this.
You’re never too young for an estate plan, as it’s an essential component of your financial plan. It’s also not a one-and-done activity. There are key life events that should trigger an estate plan review.
Do you have a personal budget? Knowing just how you spend your money is an essential first step on the journey to meeting your financial goals.