Our Wealth Management Services

Exceptional Client Service and Communication


» Frequent communication to establish your financial goals and chart a timeline for accomplishments
» Financial document organizing using a customized, online organizer for all financial documents
» Personal custom family website with electronic document storage
» Invitation to regular investment seminars and Webinars

Wealth Management


» Private Client Portfolio Manager to address your investment needs
» Quarterly market recaps and performance review with Private Client Portfolio Manager
» Design and maintenance of a personalized portfolio appropriate to your needs
» Access to Institutional Money Managers
» Review of allocations and positioning of outside assets such as funds in retirement plans
» Ongoing due diligence of investments to help ensure they continue to meet your objectives

Tax Planning


» Recommendations of tax strategies including tax advantaged investments
» Free consultation with your tax preparer

Retirement Planning


» Analysis of your current and future income needs to drive investment decision making
» Continual implementation of recommendations to help maintain a comfortable standard of living
» Recommendations for the best distribution strategy for your employer retirement plans and IRAs
» Recommendations regarding appropriate strategy for Social Security payment options

Estate Planning Strategies


» Analysis of your current estate plan and concerns
» Free consultation with your estate planning attorney
» Assistance in transferring assets to your living trust
» Organize meetings with your family to review your financial and estate situations
» Guidance with the appropriate and necessary steps in the event of the death of a loved one

Specialty Planning


» Complete risk and insurance evaluation for comprehensive review of existing insurance coverage
» Philanthropic strategies through review and assessment of family goals and charitable values
» Executive Compensation review of stock options, grants, restricted units, deferred compensation
and concentrated equity positions to determine tax and cash flow implications