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Our Services

We offer tailored financial services along with investment management solutions to help you achieve your unique financial goals.

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Investment Management

Investment Management

Helping clients pursue their financial goals
by employing a disciplined investment management process.

• Establish Goals and Objectives
• Determine Risk Tolerance
• Develop Asset Allocation &
Investment Strategies
• Portfolio Construction: Investment
Products, Advisory Platforms, and
• Execute Investment Strategy
• Monitor Progress & Make Necessary

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Personalized Service Offering

Personalized Service Offering

• A Client/Advisor Relationship Built on Trust, Integrity, Relationships and Education
• Educational Resources
• Personalized Communications Offering
(Portfolio Manager Insights, Research
Reports, News on Specific Investments)
• Timely Research and Updates on Market
Conditions and Economic Trends
• Opportunities to Attend Financial and
Educational Events
• Facilitate Family Meetings
• Act as a Liaison to your Other Professional Advisors (Accountants, Attorney, etc.)
• Personalized Delivery of Information (Phone, Email, Social Media, in Person)

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Wealth Management

Wealth Management

Utilizing in-depth experience in financial planning and investment management, we also bring in professionals with the experience necessary for a successful wealth management plan.

• Retirement Planning: lifestyle review, risk review, pension and/or social security benefit analysis, retirement account assessment
• Family Needs Planning: comprehensive goals based financial planning, education planning, planning for support of aging parents/family members
• Business Succession Planning: business needs review, cash management and capital needs assessment, succession plan documents & funding
• Executive Compensation Management:
concentrated stock services, stock options
strategies, restricted securities
• Insurance and Liability Management: goal
protection, income protection, liability insurance
• Estate Planning Strategies: wills, power of attorney for healthcare/living will, trusts, gifting, charitable giving, asset titling, estate tax funding

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