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Wealth Management strategies Tailored

to Your Unique Situation

Wealth Management is the ongoing process of analyzing the resources you have available to develop and constantly maintain a plan to achieve your specific lifetime goals.  

It is made up of two key elements: first, developing and maintaining a Personal Financial Plan that evolves with you as life changes, and second, Investing Your Portfolio with a strategy matched to your personal financial plan for the purpose of enabling you to achieve your goals.

A Personal Financial Plan includes:

  • Gathering Information from You and getting to know You
  • Discussing Your Goals
  • Developing a Financial Plan that incorporates the following:
    • Retirement Planning
    • Tax Planning
    • Estate Planning
    • Risk Planning
    • Ideal Investment Allocation
    • Other topics as appropriate such as:  Business Exit Planning, College Planning, and Budgeting
  • Ongoing Maintenance of the Plan as Life Changes and Goals Change

Investment Management encompasses:

  • Determining the appropriate investment portfolio for your goals, stage of your life, and the timeline of your financial plan
  • Regular monitoring
  • Rebalancing periodically as appropriate and taking into consideration tax implications

If you’d like to implement a wealth management strategy tailored to your unique situation and goals please contact us today.