Wealth Management
Our Wealth Management practice was founded with two primary principles in mind. First, the environment in which we execute our client’s financial planning decisions needs to be free of corporate objectives and outside bias. Second, our client base should be controlled so that our ability to properly service each client is never diminished. Both of these founding principles required that we utilize the services of an independent broker dealer. Consequently, we contracted with LPL Financial, the largest independent 1 in the US, collectively managing more than 160 billion dollars in assets.
We feel confident we can gain an in-depth understanding of the client’s needs, create a well defined plan of action and execute your plan in a timely and cost efficient manner. Furthermore, our focus on integration of asset management* coupled with tax planning assures growth is never sacrificed to avoidable taxation.
Some of the most common financial planning topics we address on behalf of our clients are: Retirement Planning, Retirement Income Planning, Investment Management, Tactical Asset Allocation, Cash Flow Planning, Income Tax Planning and Estate Tax Avoidance.
Our collective promise to all of our clients is to remain client-centered and independent. We welcome the opportunity to discuss your financial goals and objectives in a private setting.
1 Based on total revenues, as reported in Financial Planning Magazine, June 1996-2008.
* The individual is a registered representative with, and financial planning and asset management are offered through LPL Financial