What We Do
Learn how we use Active Portfolio Management to help you earn consistent and attractive returns, while protecting against significant market declines. We are hands-on money managers. Learn what that means for you.
Comprehensive Financial Planning
Learn how we look at all parts of your financial life to help you plan to achieve your lifestyle goals and maintain financial security.
Other Wealth Management Services
We act as coordinator for all your financial needs. If we don’t handle the service in house, we can still help you get it done right. We’re happy to either work with your professionals, or refer you to one of our trusted partners:
- Tax preparation
- Estate planning
Second Opinion Investment Reviews
Are your investments performing as well as they should be? Are you invested in the right kinds of stocks, bonds, and other securities for your investment goals? How will your portfolio perform in a bear market? Is your portfolio managed in a tax efficient manner?
These are the kinds of questions we will address in our Second Opinion Investment Review. Click here to learn more.
Keeping You Informed
If we’re helping manage your life’s savings, we believe it is our responsibility to keep you fully informed at all times. We do that with:
- Frequent emails and phone calls
- Periodic portfolio review meeting (in person or virtual)
- Additional meetings upon your request
- Quick access to us during business hours, by phone or email
- Instant on-line access to see how your portfolio is doing
- When markets are volatile, we will increase our communications with you