Our Financial Planning & Wealth Management Services

compass-160x160We offer several types of client/advisor relationships that can be customized to meet your needs. All of our clients benefit from Our Investment Philosophy, which we apply to all the advice and services we provide. Our services are broken down into Wealth Management and Financial Planning & Consulting. Wealth Management includes ongoing discretionary management of clients’ investment accounts and fees are charged based on the total value of assets under management. Financial Planning & Consulting services are offered on an hourly or per engagement rate. Through our services we can assist you with any of the following:

  • Comprehensive Wealth Management
  • Portfolio/Account Management
  • Creating a Financial Plan (Simple or Comprehensive)
  • Creating an Investment Policy Statement
  • Reviewing Your Current Investments and Financial Plan
  • Investing Your 401k
  • Risk Assessments
  • Portfolio Construction and Recommendations
  • Budgeting and Cash Flow Analysis for Today, Retirement, or Both
  • Education Saving/Financing
  • Tax Planning
  • Estate Planning
  • Insurance Needs Assessment and Help Purchasing
  • Philanthropy
  • Providing for Family
  • Building Wealth
  • Establishment and Management of Trusts
  • Consulting on Unique Projects
  • Retirement Planning