Wealth Management

The process of developing a Wealth Management Strategy that fits your set of circumstances is the key to financial success. However, the best laid plans can quickly go out of style without constant monitoring by a trained professional. A well crafted wealth management strategy is more than simply picking a few stocks and bonds.

The universe of wealth management is vast and anything but simple. In general, we break it down into 10 elements which must not be ignored.

Our time honored process allows clients to avoid unnecessary risk while improving the probability of success. When it comes to the 10 elements of wealth management, your decisions and actions in one can dramatically affect (good or bad) another. Through the eyes of independence and objectivity, we assist medical professionals, high-net-worth individuals, families, and business owners with comprehensive and flexible wealth management programs.

To make this happen we stay true to our philosophy,“process over product”. Our firm provides a host of services that afford our clients the benefit of customized choices and solutions.  Using a consultative process, supported by strong relationships, we gain a detailed understanding of client goals and their most important financial wants and needs.

Who We Serve:

Our average client begins with investable assets of $500,000 and net-worth in excess of $2,000,000. However, average means that we serve those on either side of these amounts.  We realize that value is best derived from specialization, expertise, and deep relationships.  Because of this, we are dedicated to those who seek a disciplined approach to asset and wealth management.

Services for Individuals:

  • Comprehensive Financial & Retirement Planning
  • Portfolio Management
  • Sustainable Income Analysis
  • Wealth Transfer and Tax Reduction Strategies
  • Charitable/Planned Giving
  • Self Directed IRA’s (for those who wish to purchase Real Estate)

Services for Medical Practices, Businesses and Business Owners: