Total Wealth Management
Our staff is able to offer you a complete solution to your wealth management needs. Considered a boutique firm in our industry we are able to deliver a level of service and performance that goes far beyond what you can expect from a traditional brokerage house relationship.
We believe that an effective wealth management strategy goes much deeper than traditional investment concepts, and requires a more modern and hands on approach. In turbulent times it is important to have an advisor whom is working to both grow and protect your wealth utilizing a total wealth management approach.
Drawing on a team of experienced professionals, we bring together the most advanced thinking and services available, in order to help us formulate, manage, and complete your financial goals giving you the piece of mind and freedom to focus on what is important in your life.
Services include but are not limited to:
| Portfolio Management |
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Estate planning |
| Risk Management |
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Wealth transfer |
| Financial Planning |
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Real estate |
| Tax Planning |
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Mortgage |
| Insurance |
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Concierge/personal services .* |
| Charitable giving |
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* - Minimum account value applies |
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Hiring a Professional Money Manager If you're thinking about hiring a professional money manager, it means your thinking about the future and how to prepare for it. Life changes such as marriage, birth of a child, a promotion, or retirement can cause you to reevaluate and adjust your investment practices.
Maybe it's time to consider a professional to manage your portfolio and guide you throughout your journey. Ask yourself these questions:
Have your assets or annual income grown
past a point where you feel comfortable making all the
decisions without the assistance of a professional?
Do you suspect that you could receive
a higher rate of return with the assistance of a professional?
Would you like to restore
a long-term prospective and avoid the nervous search for tops
and bottoms in the market?
Do you want to continue focusing
on what you do best with the comfort of knowing a professional
is diligently monitoring and managing your investments?
Would
you like to take the emotion out of the investment process?
A Fee-Based Investment Management System may be right for you.
Fee- Based Management Independent, fee-based money managers give you personal service, an individualized investment portfolio, and ongoing management and advice. With fee-based management as opposed to transaction-based management, you and your advisor are on the same side. You no longer have to question the motives of a commissioned broker trying to buy and sell securities for you.
A professional money manager does not
receive commissions on transactions. A manager is paid based
on a percentage of assets under management. Therefore, it
is in the best interest of both the Money Manager and the
client to see the portfolio grow. Every year your portfolio
grows your advisor receives a raise. Any year the portfolio
declines your advisor's fess are also reduced.
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