Knowing your finances are being handled by full-time professionals will reduce anxiety and provide peace of mind. If you have at least $500,000 to invest and prefer your dedicated advisor to take care of everything for you, this option is for you. Sit back and let us take care of it all.
We seek client relationships based on mutual respect. We want you to enjoy working with us, and we want to feel the same way about serving your interests. All our relationships are built on an unshakeable foundation of objectivity, full transparency, integrity and trust.
Your dedicated advisor will be on call for you 7 days a week. They will provide the following services:
- We manage your entire investment portfolio and ensure you have a strategy that is tailored to your unique circumstance.
- We ensure your accounts are constructed to be as tax-efficient as possible.
Life and Disability Insurance:
- We work with you to ensure you have the appropriate life and disability coverage in place.
- We provide comprehensive financial plans to ensure you have the correct savings or income strategies in place.
- We coordinate the preparation of your tax return with your tax professional. If you need a referral to a tax professional, we coordinate this with you and ensure your tax returns are filed on time and accurately.
Estate Planning/Will Review Service:
- We work with your existing estate attorney or provide a referral to one of our external partners to ensure you have an estate plan, and that your Wills and Powers of Attorney are in place.
Regular Review Meetings:
- We provide face-to-face portfolio reviews as frequently as you prefer; however we insist on meeting with you at least once per year to ensure your plan is on track.