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⌟ Wealth Management

We work with individual clients, business owners, and institutions, to develop advanced portfolio management strategies to help them achieve specific financial goals for their financial future.

How we organize our work:

  • Help clients navigate today’s evolving markets and identify the opportunities that shape their portfolios and long-term investment goals
  • Advise clients on how to allocate assets to meet unique objectives, addressing the dynamic market environment
  • Research market ideas and build investment portfolios across a broad range of asset classes
  • While we have a variety of services for our clients, many are looking for someone to manage their investments (whether these are retirement funds, joint accounts or trusts).

We review each client’s goals, investment experience and risk tolerance, and determine a financial investment plan best suited for that client. To meet our clients’ needs we use a variety of methods to properly manage your assets.

A big piece of this process I call “multi-dimensional diversification.” This involves multiple asset classes, multiple management styles at both strategic and tactical levels.


Frequently Asked Questions

Q : How to Switch Banks?

A: Most of the time clients can keep their commercial banking relationship as we handle the investment side of the ledger. We can easily link your investment account to your checking or savings account. That way we can send you money when you need it or add to your investment account when you have a windfall or bonus.

Q : Why should I spend money on a financial advisor?

A: Most commonly, individuals seek the help of a financial advisor for retirement planning. But they can do much more than that. You can get help with college savings, work on household finances and even get out of debt with the help of a financial advisor.

Q : Can I get help with my debts from a financial advisor?

A: Absolutely, as part of our needs analysis we look at the debit side of the ledger to make sure a plan is in place to deal with the debt burden.

Q :  Which type of financial and investment advisor should I choose?

A: Do you want to receive advice that’s objective and based solely on what’s best for your situation? Or do you want to receive advice that could be influenced, at least in part, by how much money the advisor will make based on the recommendations? The only way to ensure that the recommendations you receive from your advisor are totally, 100 percent unbiased is to work with a Registered Investment Advisor.


Possible Risks

  • Market risk
  • Liquidity Risk.
  • Concentration Risk.
  • Credit Risk.
  • Inflation Risk.
  • Horizon Risk.
  • Foreign Investment Risk

We will help you to understand:

  • Retirement Financial Planning 
  • Wealth Creation
  • Asset Protection
  • Investing for Retirement
  • Possible Risk Factors

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