Products and Services
Wealth Management Tool
Whether your financial concerns are simple or complex, the first step in any action is organization. Our goal is to make this easy for you. For qualified clients our customized Wealth Management Tool allows you to consolidate everything key to managing your financial success in one place where it is safe, secure and easily accessible. Investments, accounts, wills, trusts, passports; all your financial and important documents are conveniently, securely and electronically stored for easy access. In addition, all your accounts are updated daily providing you with a live, dynamic financial plan. This way we can make sure that all your varied assets are working together, integrated, in harmony, and supporting your goals.
We look at the entire picture to create a financial plan that will help meet your immediate needs and long term goals.
First we analyze all of your assets and then use an integrated asset allocation model to produce a comprehensive financial plan. You may have multiple advisors, CPA's, attorneys, and multiple investment professionals, one for stocks and bonds, another for insurance and another for real estate, but how do you know all of them are working together and working for you?
Teams are always stronger than individuals. Customized strategies are more successful than general approaches. We believe this and for these reasons, we integrate everything you have and perform a full analysis across all of your resources. Once this analysis is done, an integrated financial plan is built by our CERTIFIED FINANCIAL PLANNERTM Professionals that focuses all the elements of your wealth on working towards your goals.