Investment management is one part of wealth management that can pose significant challenges. It is a time consuming process demanding the services of professionals from various disciplines. We understand that you may not have the time or expertise to deal with these issues but would value the advice of professionals, experienced in their fields to assist you. We provide you with objective advice, unfaltering personal attention, and proactively monitor your investment interests. Our integrated system of wealth planning is a comprehensive approach offering a specialized suite of services to address the needs of unique, complex situations.
Our team of professionals works closely with you to develop a customized portfolio of investments that reflects your hopes and desires. A careful analysis of income requirements, retirement projections, tolerance for risk, time horizons, wealth transfer goals, and philanthropic intentions form the basis of our planning. We listen to your aspirations for the future and translate them into a plan designed to help provide long-term financial well-being for generations to come. Our philosophy is to maximize total return (capital gains, dividends and the associated tax consequences) within the individual investor’s risk tolerance and time horizon. We employ a disciplined asset allocation investment strategy designed to prudently accumulate wealth while addressing volatility. The focus of our attention is on the overall composition of your portfolio and helping ensure that your assets remain invested consistent with your goals. Asset allocation does not ensure a profit or protect against a loss.