Investment management is an integral part of an overall financial picture and can have a profound impact on the success of a financial plan. Comprehensive wealth management represents the majority of work done by our firm as we work with each client to design a portfolio that is sensitive to their investment experience and compliments their unique goals and objectives. Our clients are encouraged to be involved in the process and ask as many questions as needed so they feel comfortable with the investment strategy.
The portfolios we build are personalized for each client. We utilize the vast experience of our advisers, our full-time investment analyst, and the institutional quality research team available to us through Commonwealth Financial Network, to create investment portfolios that closely integrate with our clients’ broader financial planning. Those accounts are continually monitored to ensure they remain optimally positioned for each specific client’s situation. In simple terms, we care for the tree so that our clients can enjoy the fruit.
It’s about more than just stocks and bonds
Tax Planning
Multi-year strategic planning to minimize taxes over the course of your lifetime and beyond.
Withdrawal Strategy
Coordinating withdrawals from all types of accounts with your pensions, social security, and other income sources.
Custom Allocation
Aligning of your investments with your personal values and unique financial circumstances.
Independent Objectivity
Disciplined management to separate emotions about money from financial decision making.
We believe the best way to make money for our clients is to consistently utilize a disciplined long-term investment approach.
This involves:
- An easy to understand, repeatable process based on decades of academic research
- Portfolios designed with the intent to mitigate risk in difficult markets
- Low fees and high transparency
- A low turnover approach that allows for fewer, better thought-out investment decisions
- An investment review process that is rigorous in nature but receptive to client needs
- High integrity guidance that actively mitigates any potential conflicts of interest