Your financial security is just as important to us as it is to you. We offer integrated tax and wealth management services to cover the full “spectrum.”
This is an ongoing process that includes:
Through data gathering meetings and comprehensive questionnaires we will determine your needs including: your objectives, risk tolerance, investment time horizon, liquidity requirements, and tax situation.
Once we have agreed on your objectives we plan an investment portfolio designed to meet your specific goals with a level of risk you feel comfortable with. We give special attention to the tax consequences and fees of every recommendation we make.
Implementation of your investment plan includes the set-up of your accounts, the processing of trades, and a diligent follow-up process to confirm transaction accuracy.
Once the investments are made we continue to track and monitor your investment accounts. We review your asset allocation and will re-balance when appropriate. We continually monitor the performance of your investment assets and evaluate the effectiveness of the assets toward achieving your goals and providing an appropriate risk/reward trade-off.
We provide you with an annual review that covers your investment performance as well as financial planning and tax issues as they apply to your individual situation. The annual review helps gauge your progress towards your goals and make any adjustments necessary.