Developing Your Wealth Management Strategy

We will discuss your current financial resources, time horizon, family dynamics, tolerance for risk, and even how your liabilities are structured.  If you own a business, we also might discuss your current banking and cash management needs.

We will devise and present strategies to help address needs such as income and retirement planning, asset risk management, investment management, strategic borrowing, wealth transfer, and business succession.  We will also recommend an asset allocation strategy reflecting your risk profile and investment time horizon.

The team will work closely with you to bring the elements of your strategy to life, helping you to select from the hundreds of investment management firms available to you and identify specific stocks, bonds, and other securities that may be suitable for your portfolio.  Then we will closely monitor your portfolio.

You are entitled to a comprehensive semi-annual progress report and formal annual review.  And when your circumstances change, we will work with you to revise your strategy and reposition your assets to reflect your new needs and goals.

Many of our clients view us as their personal financial guide.

Diversification (or asset allocation) does not ensure a profit or protect against loss.