How We Help
Asset Management
- Asset Allocation
- Investment Management
- Goals-based Planning
- Rebalancing Portfolios
- Monitoring and Reporting Performance
- Investment Research
Risk Management
- Match Investment Portfolio with Appropriate Risk
- Assess Need of Insurance to Supplement Investment Portfolio
- Engage Insurance Professionals
- Utilize Non-correlated Assets to Reduce Volatility
- Assess Each Individual’s Comfort Level with Volatility
Tax Planning
- Review Portfolio Regularly for Capital Gains and Realize Losses when Available
- Work with Clients’ CPAs to Deliver Tax Documents
- Coordinate Gifting to Reduce Estate Tax Liability
- Manage Required Minimum Distributions from IRAs
- Determine if Assets are Placed in the Most Tax-Advantaged Accounts
Legacy Planning
- Review Trust Documents and Wills to see that Accounts are Structured Properly
- Intergenerational Wealth Planning: Have Conversations with Clients Regarding Legacy Intentions/ Wealth Transfer Strategy
- Family Meetings
- Engage with Estate Attorneys to see that Legacy Plans are Documented
- Help with the Distribution of Client Assets to Beneficiaries
- Ensure that Beneficiaries are Properly Assigned
Cash Management
- Help Assess Cash Needs
- Find Higher-yielding Cash Alternatives
- Electronic Transfer of Fund to and from Bank
- Check Writing and Debit Card Access with Investment Account
- Lending Capabilities
Philanthropy
- Help Plan Philanthropic Gifts
- Help Align Philanthropic Interests with Charities
- Process Tax-saving RMDs out of IRAs
- Manage and Process Charitable Gifts
Value Added Services
- Sounding Board for Family and Friends
- Longevity Planning
- Notary Services
- Act as Personal CFO
- Engage All Service Providers so Clients Always Have the Complete Picture
- Financial Planning
- Educate Clients on Behavioral Finance to Assist Investment Performance
- Introduce Other Service Providers as Needed
- Monitor Blind Spots/ i.e., Expenses for Home, Auto, Vacation
- College Planning
Are You Ready?Take The First Step
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.