Wealth Management

Integrate all aspects of your financial picture into one plan that helps you get on the right path to achieving your goals.

Our all-inclusive view goes beyond just investments; it’s a road map that puts you on track with your financial goals and life dreams.

Wealth Management

Do you picture yourself owning a new home, gifting to family, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. We help you determine where you want to go and the best way to get there.

Our Wealth Management Services Include:

  • Dedicated Advisory Team (Client Advisor, Lead Advisor, Portfolio Manager, Client Advisor Associate, Client Service Representative)
  • Financial Planning
  • Annual Wealth Management Review
  • Budget Analysis and Spending Review
  • Goals Assessment and Prioritization
  • Wealth Planning Checklist and Organizer
  • Investment Overview
  • Real Estate Advice and Support
  • Coordination with Real Estate Professionals
  • Mortgage Rate Watch
  • Access to Lower Negotiated Borrowing Rates
  • Support for Refinances and Negotiated Lower Rates
  • Retirement Planning
  • Social Security Maximization
  • Medicare Enrollment Assistance
  • Retirement Home Analysis and Community Living Options
  • 401(k) Guidance
  • Retirement Plan Distribution Assistance
  • College Savings Plans and Analysis
  • Integration and Coordination with Custodian (Fidelity or Schwab)
  • Client Communications

Service Highlights

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Financial Planning

Through our financial planning process, we can help you target your goals by evaluating your whole financial picture, and outlining strategies that are tailored to your individual needs and available resources. Establishing this comprehensive “road map” can provide the framework for organizing all pieces of your financial life.

This financial plan will clearly show you how your financial goals are related. You can use the information you've gleaned to decide how to prioritize your goals, implement specific strategies and choose suitable products or services. Best of all, you'll know that your financial life is headed in the right direction.

Through our holistic approach, we will work with you to create a plan that encompasses all aspects of your finances and outlines the steps required to meet your short- and long-term goals. This plan becomes the blueprint upon which we build your portfolio. We derive great satisfaction out of the fact that our clients are able to have an increased ability to focus on their family, career, or hobbies because they know that we are overseeing their finances in a prudent manner.

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Goals Assessment & Prioritization

We provide you with insight, including the probability of success of reaching your goals, and we provide solutions for enhancing that success rate over time. This process is instrumental in maximizing your financial wealth and security.
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Wealth Planning Organizer

We understand that you are busy, so we help organize your goals related to retirement, family, travel, investments, cash flow, real estate, estate planning, and charitable giving in one place. This tool helps to ensure that we are all on the same page with regard to your goals, and also serves as a summary to share with your close family members.
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Family Financial Education

We are experts in planning and investments so you don’t have to be. We will help educate you, at your pace, so you can feel confident and informed as you make decisions. At your request, we will also spend time educating your other family members. It’s never too soon to teach your adult children and grandchildren good money management skills and habits!
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Wealth Management Review

Keeping track of your personal financial plan through an annual financial review is important in any economic climate. During periods of economic uncertainty or volatility, however, careful financial planning and regular financial checkups are crucial. Part of feeling confident about meeting your retirement savings milestones and estate planning objectives means being assured that your financial portfolio is up to date and that your strategies align with your current goals.

Our annual financial review is the perfect opportunity for you and your financial advisor to re-evaluate your goals, adjust your investment strategies, or take care of simple housekeeping items that may have adverse consequences if left ignored.

Our Financial Planning Services

As your goals, time frames and circumstances change, we offer the flexibility to monitor your plan. Gain control, clarity and confidence with regard to your financial decisions.

  • Dedicated Advisory Team (Client Advisor, Lead Advisor, Portfolio Manager, Client Advisor Associate, Client Service Representative)
  • Financial Planning
  • Annual Wealth Management Review
  • Budget Analysis and Spending Review
  • Goals Assessment and Prioritization
  • Wealth Planning Checklist and Organizer
  • Investment Overview
  • Real Estate Advice and Support
  • Coordination with Real Estate Professionals
  • Mortgage Rate Watch
  • Access to Lower Negotiated Borrowing Rates
  • Support for Refinances and Negotiated Lower Rates
  • Retirement Planning
  • Social Security Maximization
  • Medicare Enrollment Assistance
  • Retirement Home Analysis and Community Living Options
  • 401(k) Guidance
  • Retirement Plan Distribution Assistance
  • College Savings Plans and Analysis
  • Integration and Coordination with Custodian (Fidelity or Schwab)
  • Client Communications