Wealth Management Services

We offer two service models for those who want personal service and those who want to invest by themselves. If you prefer to invest by yourself, feel free to use our digital advice platform to design your own investment strategy and engage us if and whenever you like.

Our traditional wealth management services are available for those whose needs may fall within either of the categories below.

Retirement Planning

We believe your retirement is as secure as your retirement income planning. During retirement, you need to recreate your paycheck, which is something that we have over 20+ years of experience with.

Institutional Consulting

We will prepare a proposal for RFPs for Defined Benefit and Defined Contribution Plans, including investment management consulting. There are a myriad of factors which make this type of institutional consulting complex, including regulatory, record keeping and administration, fiduciary compliance, and investment selection and pricing.

Estate Planning

Estate planning is a critical part of retirement planning. You want to make sure your loved ones receive the assets you have accumulated during your lifetime. We are happy to partner with your CPA and attorney to ensure the affairs of your estate are in order.

Investment Management

Our investment objective is simply to reduce your current investment risk, reduce the expenses that you may be paying, and improve the performance within your portfolio. Our first step is to prepare a portfolio review and comparative investment analysis for your review. Next, we will build a model portfolio based on your investment goals and income needs.

Insurance & Annuities

You may want to increase the value of your estate by using cash after you have taken the mandatory required minimum distribution from your IRA and/or 401(k). Or, you may seek a higher return on cash that is idle and earning minimum interest rates. We believe you will be impressed with the possibilities available within a well-structured insurance policy.

At the same time, ask yourself if you want growth potential with or without the exposure of market risk, or if you own a variable annuity and would like to reduce your fees and expenses? If you answered “yes” to either of those questions, let’s have a conversation to see if there is a fixed equity index annuity that is suitable for you.

Build Your Investment Strategy With Riskalyze

Riskalyze is award-winning technology that qualifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations. With Riskalyze, you define your risk number, align your portfolio, and define your retirement goals.

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Learn More About Our Services

To request a meeting with a member of our team, provide your information below.

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