Our Products & Services

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Investment Services

Access to a variety of investment solutions to help you reach your goals

Primarily for clients in a growth stage looking for institutional investment management and investment specific advice

Includes current investment analysis to identify performance, risk management and security overlap with access to a diversified strategy composed of institutionally managed mutual funds and/or ETF’s

1-2 meetings each year, including an annual planning meeting

Typical asset size $100k+

Fee is a percentage of assets

Family is aggregated to determine asset size and price

 

Financial Planning

Investment services with a comprehensive approach to your financial life

Primarily for pre-retirees and driven professionals looking to increase net worth through advice, access & accountability

Includes access to Separately Managed Accounts, Limited Partnerships, and Hedge Funds. Advice planning with regards to risk management, Estate planning, and Tax planning

2-4 meetings each year, depending on the portfolio complexity

Typical asset size $500k+

Fee is percentage of assets and a flat amount corresponding to your level of complexity  




 

Wealth Management

A coordinated approach for clients who consider time their most valued asset

Primarily for clients looking for a full suite of planning and coordination with their CPA and Charitable Estate Attorney

Includes transitioning from large concentrated stock positions and analysis of past Federal tax returns to identify investment and tax planning opportunities, CPA and Estate Planner coordination regarding charitable giving estate strategies

2-4+ meetings each year, as well as coordinating meetings with other professionals

Minimum asset size $750k+

Fee is a percentage of assets


 

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