What Services Do We Offer?

We tell clients all the time, “If it has to do with money, we probably know something about it!” Our goal is to educate clients about financial concepts and products in order to take the mystery out of money. The best strategy for one client may not be best for another, and our goal is to help build your knowledge and a plan that has a high likelihood of success, while maintaining flexibility as your needs and goals change.

Our firm has expertise in a broad range of financial topics, but we primarily specialize in helping individuals develop and execute sound retirement strategies. This includes working with you to develop a plan for every part of your financial life, from sustainable retirement income to charitable and legacy planning. We then implement these strategies through our in-house investment management process. We offer personalized, hands-on service, and all clients have full access to our advisor team to ask questions.

We believe that good investment strategies come from good financial plans, and good financial plans are best-executed by the people who helped create them. At this time, our financial planning service is offered at no cost to our asset-management clients, and we do not currently offer a standalone financial planning service.

Investments

Common Stock & Preferred Securities
Taxable & Tax-Exempt Bonds 
Mutual Funds, ETFs, & other pooled investment vehicles
Traditional IRAs & Roth IRAs
Retirement Plans at Work, including SEP & SIMPLE IRAs, 401(k) & 403(b) plans
Stock Options & Corporate Stock Compensation Plans, including Employee-Stock Purchase Plans (ESPPs) & Restricted Stock Plans (RSUs)
Fee-Based Investing
Fixed & Variable Annuities

 Financial Planning

Planning for Retirement
Managing sudden windfalls such as an inheritance or lottery winnings
Tax Planning (in coordination with your CPA)
College Planning including 529 guidance
Estate Planning (in coordination with your attorney) including strategies for next-generation Wealth Transfer
Charitable Giving Guidance
Advice for Non-Profit Endowments
Strategies for Social Security
Complex Planning for High Net Worth and Ultra High Net Worth clients with third-party consultation available
*Personalized, Interactive Planning Portal offered at no cost for Established Clients