Our Products & Services Download Our Free Ebook Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure." Address Investment ServicesAccess to a variety of investment solutions to help you reach your goalsPrimarily for clients in a growth stage looking for institutional investment management and investment specific adviceIncludes 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’s1-2 meetings each year, including an annual planning meetingTypical asset size $100k+Fee is a percentage of assetsFamily is aggregated to determine asset size and price Financial PlanningInvestment services with a comprehensive approach to your financial lifePrimarily for pre-retirees and driven professionals looking to increase net worth through advice, access & accountabilityIncludes access to Separately Managed Accounts, Limited Partnerships, and Hedge Funds. Advice planning with regards to risk management, Estate planning, and Tax planning2-4 meetings each year, depending on the portfolio complexityTypical asset size $500k+Fee is percentage of assets and a flat amount corresponding to your level of complexity Wealth ManagementA coordinated approach for clients who consider time their most valued assetPrimarily for clients looking for a full suite of planning and coordination with their CPA and Charitable Estate AttorneyIncludes 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 strategies2-4+ meetings each year, as well as coordinating meetings with other professionalsMinimum asset size $750k+Fee is a percentage of assets Have a Question Name Email Phone Question Thank you! Oops!