Investment and Wealth Management

Successful investing can be key to helping you achieve your financial goals. We draw on deep expertise and decades of team experience to manage investment portfolios that are designed to help meet your unique needs with risks appropriate to your emotional tolerance and financial situation.

Your investment portfolios will be:

• Customized. Your personalized portfolio will be tailored to match your goals, comfort level with market risk, timeframe for retirement and other objectives. As a client-centered firm, your individual situations, needs and values are reflected in your portfolio.
• Tax-managed. No one wants to pay more in taxes than absolutely necessary. We proactively employ every tool at our disposal to help minimize tax impacts within your investment portfolio. These tools include tax-loss harvesting and minimizing expensive, short-term capital gains.
• Liquid. Allowing you to access your funds and accommodate for life changes.
• Flexible. Your portfolio is continuously monitored by our firm. Each quarter, we review market forecasts and outlooks with our custodians. We rely on our clients to inform us of any life or circumstance changes that may warrant a modification to the portfolio. We have processes in place to review each clients’ portfolios with them annually.