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Our Wealth Management Services

Exceptional Client Service and Communication

» Frequent communication to establish your financial goals and chart a timeline for accomplishments
» Financial document organizing using a customized, online organizer for all financial documents
» Personal custom family website with electronic document storage
» Invitation to regular investment seminars and Webinars

Investment Management

» Private Client Portfolio Manager to address your investment needs
» Quarterly market recaps and performance review with Private Client Portfolio Manager
» Design and maintenance of a personalized portfolio appropriate to your needs
» Access to Institutional Money Managers
» Review of allocations and positioning of outside assets such as funds in retirement plans
» Ongoing due diligence of investments to help ensure they continue to meet your objectives

Tax Planning

» Recommendations of tax strategies including tax advantaged investments
» Free consultation with your tax preparer

Retirement Planning

» Analysis of your current and future income needs to drive investment decision making
» Continual implementation of recommendations to help maintain a comfortable standard of living
» Recommendations for the best distribution strategy for your employer retirement plans and IRAs
» Recommendations regarding appropriate strategy for Social Security payment options

Estate Planning

» Analysis of your current estate plan and concerns
» Free consultation with your estate planning attorney
» Assistance in transferring assets to your living trust
» Organize meetings with your family to review your financial and estate situations
» Guidance with the appropriate and necessary steps in the event of the death of a loved one

Specialty Planning

» Complete risk and insurance evaluation for comprehensive review of existing insurance coverage
» Philanthropic strategies through review and assessment of family goals and charitable values
» Executive Compensation review of stock options, grants, restricted units, deferred compensation
   and concentrated equity positions to determine tax and cash flow implications

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  732-212-5030