Our Transparent & Effective Approach
Our approach to wealth management is significantly different than most. As a client of mine, you will deal directly with me and be encouraged to participate in your wealth management journey.
Together, we will manage your investments based on the goals you have outlined in your financial, tax and estate plans. As I am not confined to a single product focus (i.e. only insurance or mutual funds), I will give you access to a world of investment solutions.
We will continuously examine your plan and identify any opportunities that may arise as a result of changes in your state of affairs.
Discovery Process Investing the time to learn about you and your family; your assets, liabilities and risk exposures enables us to formulate strategies and customize the relationship to your needs.
Creation of Customized Strategic Asset Allocation Your customized asset allocation reflects risk, opportunities, and taxation across multiple entities while integrating your investing and estate plans.
Implementation of a Customized Wealth Strategy After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Formulation of Tax, Trust and Estate Strategy Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Integration of Tactical Asset Allocation Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Ongoing Assessment In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.