WHAT WE DO

Wealth Management Services

Investment Management

  • Portfolio design based on risk tolerance and goals
  • Active portfolio monitoring and rebalancing
  • Consolidated performance reports
  • Realized gain / loss and portfolio income reports
  • Investment updates via print and electronic communications
  • Process and monitor account distributions
  • Cost basis tracking for managed assets

Retirement Planning

  • Financial Health

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    • Annual Balance Sheet / Net Worth statement
  • Cash Flow Planning

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    • Short and long-term cash flow planning
    • Spending and debt management planning
    • Safe withdrawal rate analysis
    • Pension benefit & Social Security planning
  • Risk Management

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    • Insurance needs analysis
    • Review insurance policies including life, long-term care, health, homeowners, auto, and umbrella liability coverage
  • Tax Planning

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    • Review of personal income taxes
    • Coordinate with client and tax advisor on issues and tax mitigation strategies
  • Goal Planning

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    • Education planning
    • Coordinate with client and tax advisor on issues and tax mitigation strategies
    • Other goal planning (e.g., second home, retirement travel, weddings, new car, etc.)

Legacy Planning

  • Summary of estate documents
  • Beneficiary and fiduciary reviews
  • Coordinate asset titling and re-titling issues
  • Gift and charitable planning
  • Special needs planning
  • Post-death administrative support
  • Coordination with estate attorneys to develop, implement, and monitor estate plan