CONSIDER EVERYTHING
Financial Advice One Client at a Time
Wealth Management | Client Services
Chief Client Administrative Officer | Shareholder
Reliable navigation.
Skilled and experienced guides.
We work to understand your vision and gain clarity of your purpose. Before we offer financial advice, we commit our time, talent and resources to study and analyze your situation. We develop plans and strategies for your consideration. Most importantly, we help you understand what’s not on the spreadsheets. It’s the personal and emotional parts of wealth management. After you approve, we implement and manage the resulting day-to -day workflows on your behalf.
Understanding your history, anxieties and points of view.
Making your financial goals more measurable.
Evaluating the range and likelihood of your financial outcomes.
Helping manage the workflows of your financial life.
Focusing on your needs, visions and aspirations.
Setting realistic and achievable objectives with you.
Identifying, measuring and managing your financial threats.
Creating your financial plan and investment guidelines.
Evaluating and adjusting as your future unfolds.
Our financial advice helps individual investors develop and implement various plans for the management of their wealth. We educate, collaborate, design, document and help clients address and manage their financial planning, retirement income planning, investment management, risk management, tax planning, estate planning, trust administration and philanthropic needs.
Financial Advice One Client at a Time
We help clients clarify their goals and objectives, investment time horizons, and risk tolerances and risk capacities. We consider each client’s desire for liquidity, rising income, inflation protection, capital growth, portfolio stability and tax control. We develop and review with each client a long-term rate of return a client may need from savings and investments to meet targeted goals and objectives.
We also review the attendant risks of loss and various probabilities of negative portfolio volatility a client will likely need to endure through the planning time range, because positive investment returns are unpredictable, unassured and materialize sporadically.
After we help clients clarify their goals and objectives and review their assets, we design and implement disciplined financial planning and investment management strategies appropriate for each client’s goals and objectives and risk tolerance and risk capacity.
We work with clients to tailor their plans and investments to meet their needs and manage client accounts using our discretion. We do not use model portfolios. We monitor their managed investments, track their progress toward their goals and objectives, and provide ongoing financial advice.