How We Work

Design:

After meeting with our client and establishing goals and objectives, we custom tailor a series of strategies to reach specific targets with measurable results. Every plan is coordinated with our client's legal and tax advisors to include wealth accumulation, wealth preservation and wealth transfer planning.

Implementaton: 

With plan in hand, we then implement it through alliance partnerships in investment, insurance, and banking services.

Management:

Our management style is based upon managing the total client - not just the investment portfolio. The accumulation of wealth can only be effective when it is coupled with the preservation of wealth. Therefore, structure of the investment portfolio must include attention to the potential tax pitfalls associated with federal estate, capital gains, and income taxes, as well as probate fees.

Keeping our clients informed and up to date is an integral part of our management philosophy. from monthy statements, to quarterly reports, and annual family meetings, we provide our clients with meaningful and understandable reporting that is essential to measuring success.
 

 

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck