Wealth Management

Wealth Management

“If we command our wealth, we shall be rich and free; if our wealth commands us, we are poor indeed.” – Edmund Burke, 1700’s Irish Statesman

Our process focuses on building, maintaining, and protecting wealth through an investment management process with transparent pricing and reporting to allow you to know exactly where you stand at all times.

Review specific holdings for risk, performance, expenses, tax efficiency and capital gains/losses
Provide advice regarding asset allocation with regard investment time horizon as a means of balancing risk and return
Research of investment vehicles and managers for potential additions or replacements
Provide performance reporting on investments
Consolidate investment paperwork
Explain investment ideas in an easy to understand manner
Provide 401(k), 403(b), or 457 investment advice even if assets are held away

Provide advice on cash surplus or deficits
Monitor debt reduction
Plan for future cash flow expenses for cars, homes, vacations, home improvements, education, weddings, etc.
Evaluate current cash investments and look for opportunities to increase returns on cash accounts
Help determine an appropriate amount of emergency funds