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One Portfolio

Building your financial future: What we offer

Financial planning that begins with analyzing and evaluating your financial data, developing and presenting a set of customized, comprehensive recommendations, implementing the approach you choose and monitoring your portfolio’s performance over time.

Ongoing wealth management encompassing portfolio management, reporting, client education and frequent communication.

Retirement income planning that charts a course between where you are today and where you’d like to be upon retiring.

Brokerage services, including equities, mutual funds, taxable and tax-free bonds, exchange- traded funds and education savings plans.

Alternative investments

Insurance strategies that include whole life, term life, variable life, disability and long- term care policies, as well as fixed and variable annuities.

401(k) plan design and administration to help small businesses attract and retain high-quality employees.

In addition, we work closely with a roster of partners who can help you manage your complex financial life. We excel at connecting you with other trusted professionals such as certified public accountants, mortgage brokers, benefits consultants and trust attorneys.