Broker Check

Wealth Management

Financial Planning

Financial Planning

We believe every relationship should start with a financial plan. Our 360° Process starts with getting to know you, your business, your goals and dreams. Only then can we begin to develop a roadmap that will provide you with the confidence to focus on what matters most, knowing that we are committed to keeping you on track by reviewing your benefit packages and retirement plans, ensuring you are saving in the most tax effiecent vehicles to meet your short and long term goals.

Investment Management

Investment Management

One of the key differentiators of our firm is our investment process. We recognize that the needs and goals of clients are different, so we craft custom portfolios to meet the specific needs of each client. In our research process we follow commentary from a number of market analysts and economists to help us better understand market conditions and direction. We utilize both fundamental research and technical indicators to help us tilt portfolios defensively during times of market stress and offensively when the market is in expansion mode. Our process helps our clients stay invested and focused on their goals knowing we are not going to sit on our hands when market conditions change. 

Tax Strategies

Tax Strategies

Tax planning is another important part of the financial planning process. During our planning process we will review and assess your investment portfolio for tax savings strategies from tax harvesting your investment gains and losses to  Roth Conversion strategies where you can benefit from tax-free growth. We will review and evaluate your eligibility for preferred capital gains treatment for any small business stock and seek out 1031 Exchange opportunities to defer taxes on real estate. We will coordinate with you and your CPA to review and implement tax strategies that are uncovered during the planning process. 

Gifting Strategies

Gifting Strategies

We help you tax efficiently gift assets to your heirs and support important causes dear to you heart both during your lifetime and after. 

Estate Planning

Estate Planning

There are many different types of trusts from asset protection to marital trusts to charitable trusts. Through our planning process we identify strategies to efficiently achieve your goals and convey your wealth to the next generation. We walk you through the various types of trusts and the pros and cons of different strategies. We coordinate these solutions with your attorney to ensure success.

Protection Strategies

Protection Strategies

Protecting your family from uncertainty is an essential part of our process. During our planning process we ensure you have sufficient coverage for life, home, auto, and umbrella.