Private Wealth Management

Our approach to holistic financial planning adds significant value through these 5 steps:

1. First, we identify your retirement and other financial goals. We start by creating a financial plan based on your specific situation, needs and goals. This becomes the roadmap for how we will support you today and in the future. We will create a retirement plan that will allow you to see your specific retirement situation. The plan will model estimated returns, inflation, income sources such as pension and social security estimates. It also estimates income needs throughout retirement and will illustrate the likelihood of progress in funding your goals. We will update and review your financial plan every year.
2. We build the wealth accumulation and risk management strategies, structuring customized portfolios appropriate for your goals while aiming for expected returns for a given level of anticipated risk.
3. Next, we identify the items we can help control, such as lowering investment expenses, minimizing taxes and risk through diversification. We are realistic in what we can and can’t control. We can’t predict the future, but we can help position you with your goals in mind.
4. Finally, we manage your investments through the uncertainties of the market, keeping your goals always in mind. From now on, maintaining your optimal financial health and growing prosperity becomes our priority, so you can navigate life’s challenges and emergencies with confidence. Your assets are kept with a large, independent custodian for safekeeping and are managed from a low cost and tax efficient perspective.
5. Our network of CPAs and estate attorneys can help you maximize efficiencies from a legacy planning perspective.