WEALTH MANAGEMENT STRATEGIES
An effective investment portfolio strategy is more than simply investing your money in stocks and bonds. Depending on your unique goals, needs and circumstances, we work with you to identify strategic opportunities to create a fully integrated wealth management portfolio that combines both financial planning and estate planning.
ESTATE PLANNING
It is vital that you have not only a strong financial plan but also have your estate secured as well. An effective estate plan will complement your investment portfolio by providing you, your family and future generations with additional planning and protection for the long-term.
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We work with you to identify to opportunities to protect your wealth both during life and at death. As your advisor, we also recognize the value in maintaining a strong partnership with your estate planning attorney, accountant and insurance agent in order to integrate the work of your entire team in developing your long-term plan.
Estate planning is meant to protect your wealth and allow for the efficient transfer of assets to those you care for.
EDUCATION
PLANNING
Like any long-term cash needs, early planning for your child's education is critical to meeting your goals.
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The average tuition and fees at private national universities have jumped 154%.
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Out-of-state tuition and fees at public national universities have risen 181%.
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In-state tuition and fees at public national universities have grown the most, increasing 221%.
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There are multiple saving options available and each has its own benefits. We can help you review and choose which may be best for you.
Source: BusinessWeek
Wealth management strategies should include periodic comprehensive reviews of all risk exposures to an individual or household, both short and long-term. Fiscally responsible measures can then be taken to minimize the financial impact of those risks.
We can work with your insurance consultant to help identify risks or gaps in coverage and incorporate your policies into your long term plan.​