Individuals and Families
No matter what challenges lie ahead or how your goals may shift over time, trust that we’ll be here to guide you. Our steady focus on building wealth for you will remain constant even as your needs change.
Our Focus For Individuals and Families
Unlike giant investment firms that promote low up-front fees but charge other hidden fees for advisory, we are paid according to how successfully the portfolio we manage for you performs. We are not affiliated with those firms that sell insurance products, annuities, and mutual funds with sales fees in addition to the fee-only advisory business. We focus only on managing your portfolio to build wealth for you and meet your needs.
- Setting investment objectives
- Planning for current and future financial needs
- Conservative asset allocation for stable long-term growth
- Customized investment portfolios of securities aligned with personal goals
- Management of investment portfolios to build wealth over time
- Efficient administration of portfolios
WE PROVIDE first-hand experience FOR INDIVIDUALS AND FAMILies
Drawing on decades of investing experience with our numerous, long-time clients, we are able to calmly navigate changing markets to achieve your growth goals.
When a family or individual faces a challenge, it is likely we have experienced a similar situation with another client. We draw on that knowledge and first-hand experience to provide you with the best and most appropriate investment guidance.
Our Approach to Investing Is A Collaboration
- Review existing investment portfolio(s).
- High-level financial planning to understand and meet objectives.
- Develop an initial portfolio allocation of growth and income specific to the client.
- Build a customized, and diversified portfolio poised for long-term growth.
- Thoughtfully purchase securities over time to minimize risk and maximize growth.
- Monitor portfolios on an ongoing basis.
- Provide ongoing high-level planning in
compliance with changing tax laws. - Provide timely portfolio administration for
contributions, distributions, etc.
