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Wealth Management


Personalized Process

These 5 rules guide our investment decisions:

Comprehensive Discovery
Comprehensive discovery

Maintain Objectivity
Maintain objectivity

Manage Risk
Manage risk

Tax Smart Investing
Tax-efficient investing

Costs Matter
Costs matter

These 4 steps guide our investment planning process:

  1. Discover
    • Understand your financial goals, obstacles and preferences
    • Identify your interests beyond investing
    • Open dialogues with your partners
  2. Strategize
    • Develop your personalized investment plan
    • Build your investment portfolio
    • Set your implementation and transition schedule
    • Work with you through briefings and reviews
  3. Implement
    • Send transfer forms and consolidate assets
    • Initiate the investment plan
    • Phase in the investment recommendations
    • Enroll in selected services
    • Review the forthcoming client statements
  4. Manage
    • Monitor progress according to plan
    • Adjust the plan and investments when needed
    • Inform you, your accountant and your attorney as directed
    • Help you navigate your options

Services

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Investment Strategies & Personal Finance
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Business Planning & Expertise
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Income Planning & Asset Protection
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Health Concierge
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Liability Management
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Travel Insight & Suggestions
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Education Saving
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Technology Education
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Succession & Legacy Planning
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck