Wealth Advisory Services

We are a “fee-only” advisor - which means we are paid by you, our client, and do not earn commissions from any of the investments or products we recommend.  This fee is a small percentage of the assets we manage on your behalf and covers the following services we may provide to you.   In a few cases where we do not manage money on your behalf, we may charge a flat or hourly fee for these services.

Investment & Wealth Management

  • Independent, unbiased investment management and advice

  • Investment Policy development

  • Risk tolerance measurement and consultation

  • Asset Allocation Design and Implementation

  • Portfolio Rebalancing

  • Monthly and quarterly reporting

Financial Planning & Advisory Services

  • Retirement Planning and modeling

  • IRAs/401k investment analysis and rollover

  • Cash Flow analysis

  • Income Tax planning

  • Estate Planning advice and design

  • Insurance review and planning

 

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