What We Do

Comprehensive Wealth Management Services

We believe you have the most to gain by looking at your financial life holistically – blending investment advice, financial planning, and real-life goal setting. Recent research has placed a value on this integrated approach. The following study reports that advisors who provide wealth management best practices can add significant value beyond market performance: Putting a Value on Your Value: Quantifying an Advisor's Alpha, Vanguard Investment Research, September 2016.


 

Your life story – and financial needs – will evolve and change over time. Our wealth management advice, services, coaching, reviews, and partnership move in sync with your unique financial objectives. Whether you’re in the accumulation, preservation, or distribution phase of your investment lifecycle, our comprehensive services will address each of these five categories, as appropriate, and at the level your current financial circumstances require:


Icon-InvestmentPlanning Investment Management

• Investment Review & Personal Risk Assessment

• Custom Portfolio Design & Implementation

• Disciplined Investment Philosophy Backed by Academic and

  Scientifically Validated Investment Principles and Processes

 

• Sophisticated Risk Management & Tax Minimization Strategies

• Uncorrelated Alternative Investments

Icon-FinancialPlanningWealth Forecasting

• Goal setting

• Comprehensive written plan

• Savings & debt elimination

• Cash flow management

• Social Security optimization

• Retirement planning

• Distribution planning

Icon-AssetProtectionAsset Protection

• Asset exposure analysis

• Asset protection strategies

• Medicare, long-term care, & insurance assessments

• Incapacity planning

• Retirement plan beneficiary review

Icon-TaxPlanningEstate & Tax Planning

• Document review, preparation, & maintenance

• Tax-efficient investment planning

• Tax-efficient distribution planning

• Charitable & philanthropic goals & implementation

• Corporate trustee services

• Inter-generational wealth education

Icon-EstatePlanningReal Estate & Family Business

• Analysis of primary & secondary residence

• Income property yield analysis

• Business entity analysis

 
 

• Succession planning

• Corporate governance assistance – no minimum

OneAdvisor-200x31

 
 
 
 

*Trademark pending