Overview

Comprehensive Financial Services
Common-sense financial planning and sound investment advice is what we do best. Our wealth management business is centered on providing that for you. Your goals, expectations, risk tolerance, experience, and personal approach to finances are all considered throughout our management process.

No matter what your level of wealth, working with us can help you pursue your goals. Together, we will go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs. The process starts by examining the wealth strategies universe and its modules:

  • Accumulation: how to target asset growth
  • Retirement planning: how to target distribution of your assets in a tax-advantaged way
  • Estate planning: how to preserve your assets
  • Risk management: how to protect your assets
  • Business planning: how to grow and manage your business
  • Taxation: how to minimize your tax burden

Fee-Based Advisory Accounts
When we utilize our fee-only asset management accounts*, we are acting as independent financial advisors, and are free to choose from almost any mutual fund, stock, bond, or exchange-traded fund to find the vehicles that best suit our clients' needs.

We are compensated based on the value of the account only, so our interests are aligned with yours—we want to see the account perform as well as possible. The conflicts of interest that could arise in a commission-based environment are eliminated since we will neither charge nor receive any commissions for trades that we place on your behalf (Certain transaction charges may still apply.).

Dedication to Client Service
We have frequent contact with our clients, offering regular review meetings as part of our high level of client service.
You will get statements every month when there is activity in the account, and you will get advisory performance reports every quarter.
You will have access to your account online every day through Investor360°, where you can see trading activity, gains and losses, and asset allocation reports and also have access to research.
You can e-mail us anytime.
Your phone calls will be returned the same business day in every possible instance but no later than the next business day in every case.

*Fee-based asset management services provided through Commonwealth Financial Network®, a registered investment adviser.

20231028-5D3_4180-4
 

 

20231028-5D3_4148-3