Investment Management

As part of our ongoing commitment to our clients, we help you to make the best decisions with your cash and investments. Your investment plan is custom designed with meticulous care aimed to provide you the highest probability of accomplishing your financial goals. Cutting edge technology and years of experience in finance help us manage your portfolio risk, returns, taxes, and income needs.

What Can You Expect

• An initial meeting to assess your needs
• A retirement plan that includes recommendations in the following areas: retirement savings, retirement income planning, healthcare and long-term care planning, insurance and healthcare planning, estate and legacy planning.
• Annual face to face meetings
• Quarterly advisory statements
• Monthly newsletters
• Client education workshops
• Coordination with other professional advisors, lawyers, CPA’s etc.
• Clear communications of our fees

Learn more about our investment process here.