2828 Colby Avenue,
Our Wealth Management Service is aimed at helping you utilize your available resources to achieve your goals (financial, family, and charitable).
We view investment management and financial planning as a long-term, continuous process that requires thorough knowledge of your desires, goals and resources. Thus, our Wealth Management Service is a combination of both comprehensive financial planning along with ongoing in-depth investment management. All aspects of your financial affairs are reviewed, including those of any young children, while reasonable and measurable goals are set and steps to reach those goals are defined. As goals and objectives change over time, suggestions are made and implemented on an ongoing and adaptable basis.
This service is especially suited to those who do not have the time or desire to manage their investment portfolio on their own and/or who prefer to have an experienced financial partner working with them.
The beginning of our partnership incorporates a series of appointments focused specifically on developing the groundwork. It is this financial planning process that will determine your critical issues and focus on ways to provide measurable and concrete actions to address these issues. The results of this process then guide us in the recommendations and implementation of your portfolio.
We will review your entire investment portfolio with an eye on achieving the top priority goals. Implementation of the portfolio to be managed will be completed based upon a disciplined approach that is designed to educate you and remove emotional investing from the mix. We monitor and report on your portfolio on a regular (usually quarterly) basis.
Wealth Management Services include:
We also provide experienced assistance with related financial decisions that may arise, such as possible early retirement or the purchase or sale of a vacation home.
Our Wealth Management Service is broken down into three integral parts:
Although our Wealth Management Service is an ongoing agreement and constant adjustments are required, the length of the service to the client is at the client’s discretion. The client or the firm may terminate an Agreement by written notice to the other party at any time.
The annual Wealth Management Services fee is based upon an ongoing retainer fee of $500.00 per year plus a percentage of the managed assets according to the following schedule:
Wealth Management ServicesComprehensive Financial PlanningProject Related Engagements If you would like more information regarding this service, or would like to schedule a complimentary appointment, please click here.