Individual Investors - Wealth Management

We provide advice to help individuals and families like you to simplify and improve their financial lives. Our wealth management services (for portfolios greater than $1 million) include both a comprehensive financial plan and discretionary investment management. Specific services include, but are not limited to the following:

Comprehensive Financial Planning

Retirement planning, estate planning, tax planning, asset and income protection planning, education planning, cash flow planning, and philanthropic planning.

Continuous Discretionary Investment Management:

Comprehensive assessment of financial position, investment policy formulation, asset allocation strategy and risk management, investment manager search and selection, socially responsible investing (SRI), investment performance monitoring, reporting and evaluation, and periodic investment portfolio rebalancing.

Coordination with Your Other Professional Advisors:

We tailor our approach as needed with the families and individuals we work with to accommodate their unique needs and preferences. Our wealth management services are best suited for those with $1 million or more to invest.

 

Free Financial Review

We offer a complimentary review meeting to describe our services, and to see if our services are right for you.

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