As a completely independent firm, every aspect of our planning process is centered around you and what is most important to you and your family. Helping our clients accumulate and preserve wealth in a manner that aligns with your goals, objectives and values is our goal and it begins with understanding who you are and what you want to accomplish. Our approach to investment management shares this approach.
We will first develop an investment policy statement which will clearly outline how we will manage your family’s financial resources. We’ll provide recommendations for investment managers, strategic and tactical asset allocation considerations, ways to reduce investment costs, and enhanced tax-efficiency with respect to investment selections.