Wealth Management Services

We draw on over thirty years of experience in creating custom investment strategies for our clients. Each strategy is customized based upon your individual circumstances. This means that we must thoroughly understand EVERY aspect of your personal wealth. We do not work on a piecemeal basis in designing custom strategies for our clients. We must know about every investment asset that you own, including cash, cash equivalents, business interests, pending inheritances and life insurance values to name the most common “other” assets. We do not have to be the agent of record for everything, but we must be able to design your strategy taking into account all of your financial wealth.

Our comprehensive investment management services include complete tracking and monitoring of your portfolios. We use a sophisticated performance tracking and reporting system to help us keep track of how you are progressing to meet your objectives. This system provides capabilities to do annual gain-loss harvesting for your non-retirement assets. This procedure may help to reduce your annual tax liabilities associated with investing. You will also have access to our portfolio tracking and reporting system which will allow you to review current information on your investments at your convenience.

Learn more about our Wealth Management Services.

We engage the services of world-class money managers to implement the strategies that we design for our clients. We use Select One as our core platform for implementation of client strategies. For more information click on this link:

http://www.selectone.us/index.html

We also partner with Frontier Asset Management, Inc. to design custom investment strategies for our clients. For more information click on this link:

https://www.frontierasset.com/

 

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