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Wealth Management

Our signature service combines ongoing portfolio management with holistic financial planning guidance, combined in one convenient package.

We prepare a customized roadmap showing you the path to a secure financial future. Our financial planning guidance – encompassing retirement, investments, tax, budgeting, estate planning, college, and insurance – will put you in charge of your tomorrows.

Summary:

Analysis of your current financial condition, goals and objectives, and development of a personal investment plan appropriate to your individual circumstances, needs and goals. Design and ongoing management of a customized portfolio that responds to changing economic and personal circumstances. Periodic client meetings to review and update your objectives and financial status, provide an evaluation of your investment portfolio, and measure progress toward your goals.

Recommended for Individuals Who:

  • need professional guidance or do not have the time to manage their portfolios
  • want expert assistance without sales pressure
  • are expecting an inheritance or retirement distribution
  • are unexpectedly handling their finances for the first time
  • have $200,000 or more to invest

Wealth Management Fees:

Annual wealth management fee is based upon the value of your managed investment portfolios, using the following fee schedule:

  • 1.00% of managed assets per year for the first $500,000 in assets
  • 0.75% of managed assets per year for assets over $500,000 and up to $1,000,000
  • 0.50% of managed assets per year for assets over $1,000,000
  • Minimum annual fee of $2,000 (or $500 per quarter).

Let’s Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact Us

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