Building Your Financial Future

Listening closely to your visions for your financial future enables us to design and manage your portfolio, choosing the specific investments that we believe have the greatest potential to address your objectives in light of your risk tolerance. 

Our Private Wealth Management services are differentiated in that each portfolio is designed individually focusing on your goals. Investing does involve risk; whether it is managing market volatility, inflation, tax risk or rising interest rates. These risks must be managed and how you manage these risks requires a plan, an effective strategy that is unique to YOU! We purposely work with a limited number of clients so we can offer cutting-edge risk management, focusing on wealth preservation, income generation, and potential portfolio repair techniques. Our team evaluates the complete picture, implementing asset placement for tax efficiency, and developing a plan to address both growth and income needs. The markets, economies and investing opportunities change…your plan is designed to adapt to those changes.

• Financial planning that begins with comprehensive, integrated recommendations and continues with monitoring your portfolio’s performance over time.
• Ongoing wealth management encompassing portfolio management and frequent communication with you.
• Retirement income planning that charts a course from where you are today to where you’d like to be.

Coupled with our “One Portfolio”, you are provided one of the most advanced technology platforms available to track all the key elements of your financial plan. Our Private Wealth Management solutions have different minimum investment requirements. Depending on your resources, objectives and risk tolerance we will design a plan specifically tailored for you. All fees and expenses are discussed in advance and you will make your decision from an informed perspective. 

Our Process: A Customized Plan Using Advanced Time Segmentation^®

A comprehensive financial plan must focus as much attention on wealth distribution in retirement as it does on wealth accumulation during one’s working years. Our approach to retirement income planning incorporates an advanced time segmented retirement income plan (ATS), which we customize for every client.

This approach to wealth distribution is designed to strategically solve for a client’s needs for income, growth and inflation production; providing them confidence throughout their retirement years.

Identify:
In our initial meeting, we learn about you and what you value most, gather information about your current financial situation and identify your unique goals.

Develop:
Within two weeks, we meet again to walk you through our investment process and portfolio-management strategy, and to present the customized financial plan we have created for you.

Execute:
Within six weeks, we’ll begin implementing the solutions we recommend, finish creating your personal One Portfolio financial website and complete any other transition items.

Adapt and Supervise:
We will monitor your plan’s performance via One Portfolio and speak with you regularly as we make the necessary plan adjustments to ensure you remain on track to work towards your financial goals.