Wealth Management

Get Your Finances in Order

Keeping up with your finances can feel overwhelming. That’s where we come in. Pull up a chair and tell us what’s on your mind.

wealth_management
Whether it’s:

RETIREMENT PLANNING
How can I retire before I’m 99? We’ve got this one—everyone should enjoy their golden years.

HIGHER EDUCATION PLANNING
How can I pay for my three kids to go to college? What if one picks that school in Switzerland? We’re here to help. But if you’re looking for Thanksgiving flights from Switzerland—you’re on your own.

Wondering what college costs will be like in 2032 (and how it’s possible that you’ll be the parent of a college student)? The American Funds’ College Savings Calculator can also give you a better idea of the contributions needed to save enough to send Johnny or Janie off to school worry-free (well, mostly).

TAX CONSIDERATIONS
Any way I can make April 15th less cringe-worthy? We’re here to help keep Tax Day nightmares to a minimum.

ADVICE ON A MAJOR PURCHASE
Is it a good idea for me to buy a beach house? Let’s talk about big purchases and make sure you’re on the right path before you sign up for surf lessons.

INSURANCE PLANNING
Family+age+economics=? We’ve got the answers to all of your equations.

ESTATE PLANNING
What happens when…? We’ll take the worry out of future uncertainties so you really can rest in peace.

Our Process

We’ve got a four-step process for wealth management that is far from one-size-fits-all.

  • Step 1 Establish A Financial Plan
    As daunting as that sounds, that’s why you’re here. And, it just so happens that this is what we do best. We’ll get to know you and your goals and figure out what makes sense for you. We’ll take into account retirement, college, purchase of a second home, or any other major financial orientated goal.

  • Step 2 Create an Investment Policy Statement
    Using the financial plan as a guide, we create a written investment policy statement. Think of this as the ultimate reference for your portfolio. We’ll walk you through the details and the who’s who of the investments that make up your portfolio as well as appropriate amounts for each investment type. We always take your goals, resources and risk tolerance into account so you can rest assured that your money is not only in good hands, but also invested appropriately.

  • Step 3 Management of the Portfolio
    Now that we know you, we can get to work. With your needs and values in mind, we’ll manage your investment portfolio. Straight forward enough?

  • Step 4 Periodic Review and Reporting
    We’re in this for the long haul. Think of us like the really financially savvy Aunt you never had. We like to check in and keep up to date on what’s happening in your life. That way we can make sure that your financial plan and investment strategy is working for the you of today, not the you that we met at our first meeting.

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