Services

We believe the best way to build and preserve wealth is through a long-term approach to investment management.

A good investment strategy requires a long-term plan, and the capacity to go against popular opinion at times to stay on course.

This is why we view holistic financial planning as an essential part of our toolkit.  Rather than attempting to time the markets, we encourage the diversification of assets according to your unique blend of needs, risk tolerance and other factors. Because no one can predict the future, meaningful investing requires patience, perseverance and a well-thought-out strategy based on a long range perspective. In short, we encourage being a long-term investor, not a trader.

Our areas of expertise include:

  • Financial planning / Retirement planning
  • Investment management
  • Estate planning
  • College savings
  • Social Security and Medicare analysis
  • Tax efficiency planning
  • Insurance solutions
  • Small business retirement plans

 

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.