Comprehensive Wealth Management Services

For less than the cost of the average mutual fund, you can enjoy the benefits of having your own  Personal Finance Officer !

Designed for the client who needs ongoing advice, we coordinate your entire financial picture. Services under our wealth management program include the services necessary to review, design and implement your investment plan in conjunction with your financial plan.

Financial services under this program may include (depending on your needs and concerns) :

  • Investment Planning (asset allocation, investment policy statement, implementation and review)
  • Basic estate planning
  • Cash flow planning and budgeting
  • Personal retirement planning
  • Education funding
  • Insurance reviews
  • Employee compensation and benefit package review
  • Additional planning as needed

Fees for such services are based on a percent of the assets being advised, with a $500,000 asset minimum.  Services rendered beyond the scope of our wealth management program may be subject to additional fees.

Since we accept no commissions, you can be confident that our recommendations, advice and referrals are objective and tailored to your needs.