We seek to build customized investment portfolios that benefit from market upswings, weather market downswings, provide cash liquidity and achieve long term growth for each client. Addressing these complexities from a fee-only (fiduciary) perspective means we offer recommendations that put your interests first.
Our planning and investment recommendations address issues such as:
- Deciding whether to invest in stocks, mutual funds, bonds, commodities, real estate, etc.
- How much cash to keep in a savings account
- Tax implications of investments and which investments belong in which accounts
- The right time to sell an investment
- Understanding the impact of real estate on current and future net worth
- Building a retirement plan that will keep up with inflation
- Incorporating your personal estate planning into your investment portfolio
- Building tax free and tax deferred savings for retirement
As your wealth manager we:
- Thoroughly discuss your goals before making investment recommendations;
- Review your comprehensive financial situation and lifestyle before determining the appropriate level of investment risk;
- Recommend what we believe is the appropriate real estate exposure to achieve long-term financial stability;
- Integrate tax planning into the investment strategy.