Broker Check

Financial Planning & Investment Management

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Personalized financial plans designed holistically.

As a full-service wealth management firm, we believe that the best way to manage your wealth is by looking at your entire financial picture, rather than just a single aspect of it. Our holistic strategy blends investment advice, financial and estate planning, and taxes. We want to understand your life story, financial needs and want to be there as those change and evolve over time.

For 40 years as a fiduciary, we have helped individual and families gain clarity on their financial goals and defined a clear path to achieve their economic freedom.

Financial Planning Process Centered on You

Effective wealth management starts with a well-thought-out financial plan. This plan should take into account your current and future personal and professional goals, and be tailored to fit your unique circumstances. 

Our team will thoroughly review all aspects of your financial situation, including investments, taxes, insurance, and trusts, to ensure that your plan is comprehensive and aligned with your values and motivations. We will then work with you to set clear goals and timeline for achieving financial independence. To ensure the success of your plan, we will regularly review its performance and make any necessary updates. Our team will also be available to provide ongoing support and guidance as your needs evolve over time.

Financial Plan Componenets Include:

<strong>Investment Management</strong>

Investment Management

As a fiduciary, we take great care to manage your wealth with the same level of diligence that we apply to our own.

We understand that our clients have entrusted us with their hard-earned savings and recognize that every client has unique needs and preferences. Some may have special tax considerations, complicated family dynamics, or personal values that they want reflected in their portfolio. Regardless of their individual circumstances, all of our clients expect their wealth to be managed using the best strategies and approaches available.

Our firm is well-equipped to meet these diverse needs. Unlike many other financial firms, where a single advisor or a small group of owners make all investment decisions, our office has a team of professionals who oversee our investment research, portfolio management, and investment strategies at Avantax (Who is Avantax?).

In addition to our comprehensive investment offerings, we also help our clients optimize their portfolios by minimizing taxes, diversifying assets, and rebalancing to achieve their desired asset allocation. We also offer ongoing support and guidance to help our clients navigate the ups and downs of the market.

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