As a firm created in 1980, we've walked-the-walk with clients through all stages of retirement. We pride ourselves as enthusiasts of designing sustainable tax-efficient retirement plans.
We create and manage investment portfolios with those who have saved a nest egg of at least $250,000.
We believe in having professional relationships with people you like and mutually respect.
We all have one life to make our impact, build relationships, and create memories. Take the time to enjoy your surroundings while working towards achieving and maintaining financial independence. Preparing for your future does not mean sacrificing the present.
Maximizing a retirement lifestyle requires investment planning and a disciplined approach. Our guidance is tailored to meet your needs and to keep your goals in sight.
The next generation often needs support along the way. You've worked hard to build a financial foundation for your family, we can help make your legacy carry on for years to come.
Diversification is the foundation of any strong portfolio. This means to invest in a variety of areas in order to spread out your investments and reduce risks.
Behind every great wealth management plan is always a driving purpose. No two families are the same. We want to know what's truly important to you, and help you figure out how to maximize it.
We understand no one can see the future, so we certainly cannot predict short term performance. Our strategies include a long term view and historic fact-based evidence, while avoiding quick reactions to media headlines.
Matching investments to a time horizon is crucial for any investor. We don't want anyone to delay a major decision or purchase because of current market performance. Planning ahead with the right timeline can eliminate this issue.
To manage investment portfolios, there is a minimum of $250,000. Our fee starts at 1.25% of portfolio assets per year, and it reduces at certain breakpoints.
Our team leads an investment committee consisting of 10+ financial professionals that meet weekly for sharing ideas and hearing from economists, analysts, and portfolio managers of the largest investment firms in the world. This committee was built to achieve the ideal balance of risk, performance, costs, and taxes for our clients' portfolios.
When delegating investment management to our team, you should immediately feel a weight lifted from your shoulders.
RETIREMENT AND TAX PLANNING
We offer the service of tailored advice and planning for a successful retirement, and reducing unnecessary taxes.
This service is included when our firm is managing a portfolio of $500,000+.
This service is also available as a flat fee ranging from $5,000 - $15,000 depending on the complexity of the situation and expertise involved.
This arrangement might have us working with your CPA or attorney. If you don't have a team in place for something that we recommend, then we can connect you with a professional that we trust.
We'll make sure all details of service and cost are fully transparent before any decisions are made.
Send us a message if our services fit your needs.